Steward Partners Investment Advisory’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.6M | Buy |
430,190
+19,496
| +5% | +$2.66M | 0.46% | 38 |
|
|
2025
Q1 | $34.7M | Buy |
410,694
+208,252
| +103% | +$17.6M | 0.31% | 64 |
|
|
2024
Q4 | $15.3M | Buy |
202,442
+65,285
| +48% | +$4.94M | 0.14% | 146 |
|
|
2024
Q3 | $5.1M | Sell |
137,157
-13,243
| -9% | -$493K | 0.05% | 355 |
|
|
2024
Q2 | $3.81M | Buy |
150,400
+42,543
| +39% | +$1.08M | 0.04% | 399 |
|
|
2024
Q1 | $2.48M | Buy |
107,857
+29,733
| +38% | +$684K | 0.03% | 513 |
|
|
2023
Q4 | $1.34M | Buy |
78,124
+17,163
| +28% | +$295K | 0.02% | 630 |
|
|
2023
Q3 | $975K | Buy |
60,961
+9,293
| +18% | +$149K | 0.02% | 679 |
|
|
2023
Q2 | $792K | Sell |
51,668
-21,500
| -29% | -$330K | 0.01% | 771 |
|
|
2023
Q1 | $618K | Buy |
73,168
+4,203
| +6% | +$35.5K | 0.01% | 848 |
|
|
2022
Q4 | $443K | Buy |
68,965
+2,784
| +4% | +$17.9K | 0.01% | 952 |
|
|
2022
Q3 | $538K | Buy |
66,181
+18,534
| +39% | +$151K | 0.01% | 830 |
|
|
2022
Q2 | $432K | Sell |
47,647
-34,138
| -42% | -$310K | 0.01% | 901 |
|
|
2022
Q1 | $1.12M | Sell |
81,785
-42,347
| -34% | -$581K | 0.02% | 649 |
|
|
2021
Q4 | $2.26M | Buy |
124,132
+6,332
| +5% | +$115K | 0.03% | 467 |
|
|
2021
Q3 | $2.83M | Buy |
117,800
+39,163
| +50% | +$942K | 0.05% | 368 |
|
|
2021
Q2 | $2.07M | Sell |
78,637
-16,934
| -18% | -$446K | 0.04% | 439 |
|
|
2021
Q1 | $2.23M | Buy |
95,571
+66,028
| +223% | +$1.54M | 0.04% | 405 |
|
|
2020
Q4 | $696K | Buy |
29,543
+23,343
| +377% | +$550K | 0.02% | 668 |
|
|
2020
Q3 | $59K | Buy |
+6,200
| New | +$59K | ﹤0.01% | 1429 |
|