Centaurus 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 | $3.94M | Sell |
112,461
-5,070
| -4% | -$178K | 0.23% | 107 |
|
|
2025
Q1 | $4.29M | Sell |
117,531
-16,355
| -12% | -$597K | 0.26% | 86 |
|
|
2024
Q4 | $5.02M | Sell |
133,886
-2,372
| -2% | -$88.8K | 0.31% | 71 |
|
|
2024
Q3 | $5.14M | Buy |
136,258
+4,850
| +4% | +$183K | 0.33% | 68 |
|
|
2024
Q2 | $4.3M | Buy |
131,408
+4,498
| +4% | +$147K | 0.29% | 87 |
|
|
2024
Q1 | $4.55M | Buy |
126,910
+183
| +0.1% | +$6.56K | 0.32% | 73 |
|
|
2023
Q4 | $4.62M | Buy |
126,727
+1,380
| +1% | +$50.3K | 0.35% | 67 |
|
|
2023
Q3 | $4.2M | Buy |
125,347
+41,335
| +49% | +$1.39M | 0.37% | 62 |
|
|
2023
Q2 | $2.86M | Sell |
84,012
-7,369
| -8% | -$251K | 0.25% | 102 |
|
|
2023
Q1 | $2.98M | Sell |
91,381
-1,657
| -2% | -$54.1K | 0.24% | 111 |
|
|
2022
Q4 | $2.96M | Sell |
93,038
-17,263
| -16% | -$550K | 0.28% | 93 |
|
|
2022
Q3 | $3.09M | Buy |
110,301
+5,851
| +6% | +$164K | 0.3% | 84 |
|
|
2022
Q2 | $3.49M | Sell |
104,450
-25,672
| -20% | -$858K | 0.34% | 71 |
|
|
2022
Q1 | $4.48M | Buy |
+130,122
| New | +$4.48M | 0.35% | 60 |
|