PFG
Prosperity Financial Group’s Palantir PLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.37M | Sell |
32,061
-1,032
| -3% | -$141K | 1.86% | 11 |
|
2025
Q1 | $2.79M | Sell |
33,093
-4,247
| -11% | -$358K | 1.39% | 22 |
|
2024
Q4 | $2.82M | Sell |
37,340
-9,763
| -21% | -$738K | 1.41% | 18 |
|
2024
Q3 | $1.75M | Buy |
47,103
+1,148
| +2% | +$42.7K | 0.98% | 30 |
|
2024
Q2 | $1.16M | Buy |
45,955
+1,500
| +3% | +$38K | 0.73% | 40 |
|
2024
Q1 | $1.02M | Buy |
44,455
+255
| +0.6% | +$5.87K | 0.63% | 45 |
|
2023
Q4 | $759K | Buy |
+44,200
| New | +$759K | 0.53% | 46 |
|