Plato Investment Management’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,605
| Closed | -$628K | – | 525 |
|
|
2025
Q1 | $628K | Sell |
2,605
-2,025
| -44% | -$488K | 0.05% | 302 |
|
|
2024
Q4 | $1.32M | Buy |
4,630
+384
| +9% | +$110K | 0.1% | 219 |
|
|
2024
Q3 | $1.12M | Hold |
4,246
| – | – | 0.09% | 229 |
|
|
2024
Q2 | $1.02M | Buy |
4,246
+2,806
| +195% | +$673K | 0.09% | 203 |
|
|
2024
Q1 | $334K | Buy |
1,440
+1,300
| +929% | +$302K | 0.03% | 290 |
|
|
2023
Q4 | $27.2K | Buy |
+140
| New | +$27.2K | 0.03% | 291 |
|