Stifel Financial’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.23M | Buy |
18,683
+4,547
| +32% | +$567K | ﹤0.01% | 1875 |
|
|
2025
Q4 | $1.9M | Buy |
14,136
+385
| +3% | +$47K | ﹤0.01% | 1968 |
|
|
2025
Q3 | $1.61M | Sell |
13,751
-551
| -4% | -$69.9K | ﹤0.01% | 2062 |
|
|
2025
Q2 | $2.21M | Buy |
14,302
+1,850
| +15% | +$286K | ﹤0.01% | 1775 |
|
|
2025
Q1 | $1.71M | Sell |
12,452
-2,246
| -15% | -$266K | ﹤0.01% | 1875 |
|
|
2024
Q4 | $1.55M | Sell |
14,698
-1,036
| -7% | -$105K | ﹤0.01% | 1957 |
|
|
2024
Q3 | $1.49M | Buy |
15,734
+6,926
| +79% | +$638K | ﹤0.01% | 1968 |
|
|
2024
Q2 | $715K | Sell |
8,808
-257
| -3% | -$20.9K | ﹤0.01% | 2389 |
|
|
2024
Q1 | $760K | Buy |
9,065
+185
| +2% | +$12.7K | ﹤0.01% | 2364 |
|
|
2023
Q4 | $493K | Sell |
8,880
-205
| -2% | -$11.5K | ﹤0.01% | 2567 |
|
|
2023
Q3 | $461K | Sell |
9,085
-199
| -2% | -$10.9K | ﹤0.01% | 2531 |
|
|
2023
Q2 | $539K | Sell |
9,284
-234
| -2% | -$12.5K | ﹤0.01% | 2474 |
|
|
2023
Q1 | $525K | Sell |
9,518
-66
| -0.7% | -$3.54K | ﹤0.01% | 2487 |
|
|
2022
Q4 | $433K | Sell |
9,584
-976
| -9% | -$66.5K | ﹤0.01% | 2561 |
|
|
2022
Q3 | $884K | Hold |
10,560
| – | – | ﹤0.01% | 2057 |
|
|
2022
Q2 | $680K | Sell |
10,560
-381
| -3% | -$23K | ﹤0.01% | 2278 |
|
|
2022
Q1 | $700K | Sell |
10,941
-12,984
| -54% | -$737K | ﹤0.01% | 2365 |
|
|
2021
Q4 | $1.55M | Buy |
23,925
+4,440
| +23% | +$345K | ﹤0.01% | 1810 |
|
|
2021
Q3 | $1.57M | Buy |
19,485
+398
| +2% | +$32.9K | ﹤0.01% | 1745 |
|
|
2021
Q2 | $1.44M | Buy |
19,087
+7,471
| +64% | +$539K | ﹤0.01% | 1831 |
|
|
2021
Q1 | $779K | Sell |
11,616
-282
| -2% | -$25.3K | ﹤0.01% | 2168 |
|
|
2020
Q4 | $1.06M | Buy |
11,898
+6,833
| +135% | +$575K | ﹤0.01% | 1802 |
|
|
2020
Q3 | $528K | Buy |
+5,065
| New | +$497K | ﹤0.01% | 2057 |
|
Other funds holding PLMR
VPM
VCM
SIMG
