Plan Group Financial, LLC Purchases and Sells in Q4 2024

Plan Group Financial, LLC

$187 Million
Q4 2024

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RPG	4.15K + 2.32%	$38.88 - $44.07 $161K - $183K	183K $7.56M
AVGO	542 + 8.21%	$159.67 - $250.0 $86.5K - $136K	7.14K $1.66M
HON	1.98K + 103.78%	$202.84 - $236.0 $401K - $467K	3.88K $877K
ET	7.88K + 17.79%	$16.05 - $19.86 $126K - $156K	52.2K $1.02M
VIG	1.4K + 14.97%	N/A	10.7K $1.96M
EPD	4.81K + 15.19%	$28.66 - $34.43 $138K - $166K	36.5K $1.14M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLX	19.6K New	$19.79 - $21.6 $387K - $423K	19.6K $416K
FDUS	15.9K New	$19.1 - $21.49 $303K - $341K	15.9K $333K
LYV	1.62K New	$109.06 - $140.54 $177K - $228K	1.62K $209K
J P MORGAN EXCHANGE TRADED F	13.4K New	N/A	13.4K $0

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AOA	-6.79K - 25.51%	$76.61 - $79.88 $520K - $542K	19.8K $1.52M
AOM	-9.17K - 33.52%	$43.44 - $45.05 $398K - $413K	18.2K $789K
TGT	-2.48K - 52.1%	$121.59 - $160.69 $301K - $398K	2.28K $308K
CVS	-4.7K - 47.24%	$43.78 - $67.46 $206K - $317K	5.25K $235K
ACWI	-971 - 1.22%	$117.05 - $123.03 $114K - $119K	78.8K $9.26M
RPV	-2.62K - 17.49%	$87.41 - $97.21 $229K - $254K	12.3K $1.11M

Activity Summary All Purchases 72 New Holdings 4 Increased Positions 68 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.