Sheaff Brock 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
Q1 | $1.69M | Buy |
20,021
+5,252
| +36% | +$443K | 0.16% | 115 |
|
|
2024
Q4 | $1.12M | Buy |
14,769
+285
| +2% | +$21.6K | 0.1% | 159 |
|
|
2024
Q3 | $539K | Hold |
14,484
| – | – | 0.05% | 244 |
|
|
2024
Q2 | $367K | Sell |
14,484
-4,100
| -22% | -$104K | 0.03% | 295 |
|
|
2024
Q1 | $428K | Buy |
18,584
+850
| +5% | +$19.6K | 0.03% | 297 |
|
|
2023
Q4 | $304K | Buy |
17,734
+5,000
| +39% | +$85.9K | 0.02% | 336 |
|
|
2023
Q3 | $204K | Hold |
12,734
| – | – | 0.02% | 391 |
|
|
2023
Q2 | $195K | Buy |
12,734
+1,005
| +9% | +$15.4K | 0.02% | 418 |
|
|
2023
Q1 | $99.1K | Sell |
11,729
-1,800
| -13% | -$15.2K | 0.01% | 468 |
|
|
2022
Q4 | $86.9K | Buy |
13,529
+1,260
| +10% | +$8.09K | 0.01% | 459 |
|
|
2022
Q3 | $100K | Sell |
12,269
-16,590
| -57% | -$135K | 0.01% | 454 |
|
|
2022
Q2 | $262K | Buy |
28,859
+700
| +2% | +$6.36K | 0.02% | 364 |
|
|
2022
Q1 | $387K | Sell |
28,159
-2,345
| -8% | -$32.2K | 0.03% | 312 |
|
|
2021
Q4 | $556K | Sell |
30,504
-9,525
| -24% | -$174K | 0.04% | 259 |
|
|
2021
Q3 | $963K | Buy |
40,029
+8,525
| +27% | +$205K | 0.07% | 175 |
|
|
2021
Q2 | $830K | Buy |
31,504
+3,300
| +12% | +$86.9K | 0.06% | 195 |
|
|
2021
Q1 | $657K | Buy |
+28,204
| New | +$657K | 0.05% | 209 |
|