Steward Partners Investment Advisory’s Planet Labs PL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-100
Closed -$404 4125
2024
Q4
$404 Sell
100
-52
-34% -$210 ﹤0.01% 3863
2024
Q3
$339 Hold
152
﹤0.01% 3628
2024
Q2
$283 Sell
152
-1
-0.7% -$2 ﹤0.01% 3517
2024
Q1
$390 Sell
153
-246
-62% -$627 ﹤0.01% 3447
2023
Q4
$986 Sell
399
-793
-67% -$1.96K ﹤0.01% 3308
2023
Q3
$3.1K Sell
1,192
-300
-20% -$780 ﹤0.01% 2974
2023
Q2
$4.8K Sell
1,492
-200
-12% -$644 ﹤0.01% 2803
2023
Q1
$6.65K Sell
1,692
-1,377
-45% -$5.41K ﹤0.01% 2690
2022
Q4
$13.4K Sell
3,069
-772
-20% -$3.36K ﹤0.01% 2435
2022
Q3
$21K Sell
3,841
-2,118
-36% -$11.6K ﹤0.01% 2207
2022
Q2
$26K Sell
5,959
-28,544
-83% -$125K ﹤0.01% 2117
2022
Q1
$175K Sell
34,503
-50,085
-59% -$254K ﹤0.01% 1354
2021
Q4
$520K Buy
+84,588
New +$520K 0.01% 922