Allworth Financial’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 | $1.46M | Buy |
41,809
+33,299
| +391% | +$1.17M | 0.01% | 546 |
|
|
2025
Q1 | $300K | Buy |
8,510
+6,889
| +425% | +$243K | ﹤0.01% | 823 |
|
|
2024
Q4 | $58K | Buy |
1,621
+788
| +95% | +$28.2K | ﹤0.01% | 1500 |
|
|
2024
Q3 | $31.4K | Hold |
833
| – | – | ﹤0.01% | 1627 |
|
|
2024
Q2 | $29.1K | Sell |
833
-1,689
| -67% | -$59K | ﹤0.01% | 1637 |
|
|
2024
Q1 | $90.5K | Sell |
2,522
-10
| -0.4% | -$359 | ﹤0.01% | 1056 |
|
|
2023
Q4 | $92.4K | Hold |
2,532
| – | – | ﹤0.01% | 973 |
|
|
2023
Q3 | $84.9K | Sell |
2,532
-1,230
| -33% | -$41.3K | ﹤0.01% | 939 |
|
|
2023
Q2 | $128K | Hold |
3,762
| – | – | ﹤0.01% | 806 |
|
|
2023
Q1 | $123K | Hold |
3,762
| – | – | ﹤0.01% | 788 |
|
|
2022
Q4 | $120K | Hold |
3,762
| – | – | ﹤0.01% | 766 |
|
|
2022
Q3 | $106K | Hold |
3,762
| – | – | ﹤0.01% | 750 |
|
|
2022
Q2 | $126K | Sell |
3,762
-644
| -15% | -$21.6K | ﹤0.01% | 659 |
|
|
2022
Q1 | $152K | Buy |
+4,406
| New | +$152K | ﹤0.01% | 612 |
|