Summit Securities Group’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Buy |
+1,000
| New | +$136K | 0.03% | 210 |
|
|
2025
Q1 | – | Sell |
-452
| Closed | -$34.2K | – | 884 |
|
|
2024
Q4 | $34.2K | Buy |
+452
| New | +$34.2K | 0.01% | 217 |
|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$25K | – | 676 |
|
|
2024
Q2 | $25K | Buy |
+1,000
| New | +$25K | ﹤0.01% | 254 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 650 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 753 |
|
|
2023
Q1 | – | Sell |
-30,000
| Closed | -$193K | – | 972 |
|
|
2022
Q4 | $193K | Buy |
+30,000
| New | +$193K | 0.01% | 314 |
|