Root Financial Partners’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$872K Buy
6,400
+1,734
+37% +$236K 0.08% 82
2025
Q1
$394K Sell
4,666
-1,467
-24% -$124K 0.04% 132
2024
Q4
$464K Buy
+6,133
New +$464K 0.06% 120