Ownership history in Plotkin Financial Advisors, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC reported a position in PIMCO CORPORATE & INCOME OPPOR COM (PTY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 127,102 | +2,084 | +1.7% | 0.80% | $1.6M | $12.55 |
| 2025 Q3 | REDUCED | 125,018 | -1,667 | -1.3% | 0.89% | $1.8M | $13.68 |
| 2025 Q2 | ADDED | 126,685 | +4,070 | +3.3% | 0.97% | $1.8M | $12.85 |
| 2025 Q1 | ADDED | 122,615 | +3,424 | +2.9% | 1.09% | $1.8M | $13.00 |
| 2024 Q4 | ADDED | 119,191 | +90,673 | +318.0% | 1.02% | $1.7M | $12.61 |
| 2024 Q3 | INITIATED | 28,518 | — | — | 0.50% | $542K | $12.32 |
As of 2025 Q4 — sorted by position size