Allen Capital Group’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,348
| Closed | -$232K | – | 271 |
|
|
2025
Q1 | $232K | Buy |
6,348
+14
| +0.2% | +$511 | 0.03% | 224 |
|
|
2024
Q4 | $237K | Hold |
6,334
| – | – | 0.03% | 207 |
|
|
2024
Q3 | $239K | Hold |
6,334
| – | – | 0.03% | 211 |
|
|
2024
Q2 | $207K | Hold |
6,334
| – | – | 0.03% | 204 |
|
|
2024
Q1 | $227K | Hold |
6,334
| – | – | 0.03% | 193 |
|
|
2023
Q4 | $231K | Hold |
6,334
| – | – | 0.04% | 163 |
|
|
2023
Q3 | $209K | Hold |
6,334
| – | – | 0.04% | 159 |
|
|
2023
Q2 | $216K | Hold |
6,334
| – | – | 0.04% | 162 |
|
|
2023
Q1 | $207K | Buy |
+6,334
| New | +$207K | 0.04% | 164 |
|
|
2022
Q4 | – | Sell |
-7,375
| Closed | -$207K | – | 119 |
|
|
2022
Q3 | $207K | Hold |
7,375
| – | – | 0.05% | 151 |
|
|
2022
Q2 | $246K | Hold |
7,375
| – | – | 0.05% | 133 |
|
|
2022
Q1 | $254K | Buy |
+7,375
| New | +$254K | 0.05% | 143 |
|