SIMG
Stephens Investment Management Group’s Palomar PLMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.3M | Sell |
559,550
-113,969
| -17% | -$17.6M | 1.14% | 24 |
|
|
2025
Q1 | $92.3M | Sell |
673,519
-6,115
| -0.9% | -$838K | 1.33% | 20 |
|
|
2024
Q4 | $71.8M | Sell |
679,634
-194,010
| -22% | -$20.5M | 0.96% | 33 |
|
|
2024
Q3 | $82.7M | Sell |
873,644
-125,236
| -13% | -$11.9M | 1.13% | 25 |
|
|
2024
Q2 | $81.1M | Sell |
998,880
-75,744
| -7% | -$6.15M | 1.14% | 27 |
|
|
2024
Q1 | $90.1M | Sell |
1,074,624
-1,982
| -0.2% | -$166K | 1.2% | 21 |
|
|
2023
Q4 | $59.8M | Buy |
1,076,606
+109,261
| +11% | +$6.06M | 0.87% | 49 |
|
|
2023
Q3 | $49.1M | Buy |
967,345
+2,176
| +0.2% | +$110K | 0.81% | 51 |
|
|
2023
Q2 | $56M | Buy |
965,169
+109,547
| +13% | +$6.36M | 0.87% | 45 |
|
|
2023
Q1 | $47.2M | Buy |
855,622
+115,635
| +16% | +$6.38M | 0.79% | 59 |
|
|
2022
Q4 | $32.9M | Sell |
739,987
-113,438
| -13% | -$5.05M | 0.6% | 78 |
|
|
2022
Q3 | $71.4M | Sell |
853,425
-31,994
| -4% | -$2.68M | 1.35% | 10 |
|
|
2022
Q2 | $57M | Buy |
885,419
+5,519
| +0.6% | +$355K | 1.05% | 26 |
|
|
2022
Q1 | $56.3M | Buy |
879,900
+87,354
| +11% | +$5.59M | 0.82% | 51 |
|
|
2021
Q4 | $51.3M | Buy |
792,546
+2,715
| +0.3% | +$176K | 0.66% | 67 |
|
|
2021
Q3 | $63.8M | Buy |
789,831
+18,472
| +2% | +$1.49M | 0.87% | 43 |
|
|
2021
Q2 | $58.2M | Buy |
771,359
+167,426
| +28% | +$12.6M | 0.8% | 48 |
|
|
2021
Q1 | $40.5M | Sell |
603,933
-1,608
| -0.3% | -$108K | 0.59% | 80 |
|
|
2020
Q4 | $53.8M | Sell |
605,541
-43,442
| -7% | -$3.86M | 0.8% | 54 |
|
|
2020
Q3 | $67.7M | Sell |
648,983
-55,339
| -8% | -$5.77M | 1.2% | 19 |
|
|
2020
Q2 | $60.4M | Sell |
704,322
-60,328
| -8% | -$5.17M | 1.09% | 31 |
|
|
2020
Q1 | $44.5M | Buy |
764,650
+58,860
| +8% | +$3.42M | 1.08% | 33 |
|
|
2019
Q4 | $35.6M | Buy |
705,790
+157,888
| +29% | +$7.97M | 0.67% | 72 |
|
|
2019
Q3 | $21.6M | Buy |
+547,902
| New | +$21.6M | 0.43% | 93 |
|