Safeguard Investment Advisory Group’s Palantir PLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.09M	Buy	8,015 +1,676	+26%	+$228K	0.27%	39
2025 Q1	$535K	Buy	6,339 +834	+15%	+$70.4K	0.15%	66
2024 Q4	$416K	Buy	+5,505	New	+$416K	0.11%	67