Steward Partners Investment Advisory’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09K | Buy |
20
+2
| +11% | +$309 | ﹤0.01% | 3628 |
|
|
2025
Q1 | $2.47K | Hold |
18
| – | – | ﹤0.01% | 3598 |
|
|
2024
Q4 | $1.9K | Buy |
+18
| New | +$1.9K | ﹤0.01% | 3645 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$6.7K | – | 7322 |
|
|
2021
Q1 | $6.7K | Buy |
100
+50
| +100% | +$3.35K | ﹤0.01% | 2934 |
|
|
2020
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 2577 |
|
|
2020
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 2376 |
|