Regal Investment Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
2,027
-6,134
| -75% | -$836K | 0.02% | 443 |
|
|
2025
Q1 | $689K | Sell |
8,161
-3,487
| -30% | -$294K | 0.06% | 269 |
|
|
2024
Q4 | $881K | Sell |
11,648
-21,490
| -65% | -$1.63M | 0.07% | 243 |
|
|
2024
Q3 | $1.23M | Sell |
33,138
-37,484
| -53% | -$1.39M | 0.09% | 222 |
|
|
2024
Q2 | $1.79M | Buy |
70,622
+12,367
| +21% | +$313K | 0.12% | 189 |
|
|
2024
Q1 | $1.34M | Buy |
58,255
+7,443
| +15% | +$171K | 0.09% | 211 |
|
|
2023
Q4 | $872K | Buy |
50,812
+1,472
| +3% | +$25.3K | 0.07% | 245 |
|
|
2023
Q3 | $789K | Buy |
49,340
+33,670
| +215% | +$539K | 0.07% | 232 |
|
|
2023
Q2 | $240K | Buy |
15,670
+92
| +0.6% | +$1.41K | 0.02% | 443 |
|
|
2023
Q1 | $132K | Buy |
+15,578
| New | +$132K | 0.01% | 492 |
|
|
2022
Q4 | – | Sell |
-49,132
| Closed | -$399K | – | 505 |
|
|
2022
Q3 | $399K | Sell |
49,132
-1,895
| -4% | -$15.4K | 0.04% | 303 |
|
|
2022
Q2 | $463K | Sell |
51,027
-1,963
| -4% | -$17.8K | 0.05% | 295 |
|
|
2022
Q1 | $728K | Buy |
52,990
+5,902
| +13% | +$81.1K | 0.07% | 256 |
|
|
2021
Q4 | $857K | Sell |
47,088
-1,194
| -2% | -$21.7K | 0.08% | 265 |
|
|
2021
Q3 | $1.16M | Buy |
48,282
+956
| +2% | +$23K | 0.11% | 196 |
|
|
2021
Q2 | $1.25M | Buy |
+47,326
| New | +$1.25M | 0.13% | 171 |
|