Cadence Bank’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 | $402K | Hold |
11,489
| – | – | 0.03% | 252 |
|
|
2025
Q1 | $419K | Hold |
11,489
| – | – | 0.03% | 239 |
|
|
2024
Q4 | $430K | Hold |
11,489
| – | – | 0.03% | 235 |
|
|
2024
Q3 | $433K | Sell |
11,489
-1,314
| -10% | -$49.6K | 0.03% | 233 |
|
|
2024
Q2 | $419K | Buy |
12,803
+1,314
| +11% | +$43K | 0.03% | 206 |
|
|
2024
Q1 | $412K | Sell |
11,489
-1,906
| -14% | -$68.4K | 0.03% | 242 |
|
|
2023
Q4 | $489K | Hold |
13,395
| – | – | 0.04% | 223 |
|
|
2023
Q3 | $449K | Hold |
13,395
| – | – | 0.04% | 228 |
|
|
2023
Q2 | $457K | Hold |
13,395
| – | – | 0.04% | 233 |
|
|
2023
Q1 | $437K | Hold |
13,395
| – | – | 0.04% | 233 |
|
|
2022
Q4 | $426K | Hold |
13,395
| – | – | 0.04% | 241 |
|
|
2022
Q3 | $375K | Hold |
13,395
| – | – | 0.04% | 242 |
|
|
2022
Q2 | $448K | Buy |
+13,395
| New | +$448K | 0.06% | 138 |
|