CFG
Cooper Financial Group’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
41,265
-497
| -1% | -$17.4K | 0.17% | 104 |
|
|
2025
Q1 | $1.52M | Buy |
41,762
+3
| +0% | +$109 | 0.2% | 101 |
|
|
2024
Q4 | $1.56M | Buy |
41,759
+2
| +0% | +$75 | 0.19% | 96 |
|
|
2024
Q3 | $1.57M | Buy |
41,757
+3
| +0% | +$113 | 0.2% | 88 |
|
|
2024
Q2 | $1.37M | Buy |
41,754
+786
| +2% | +$25.7K | 0.2% | 92 |
|
|
2024
Q1 | $1.47M | Buy |
40,968
+2,430
| +6% | +$87.2K | 0.24% | 84 |
|
|
2023
Q4 | $1.41M | Buy |
38,538
+17
| +0% | +$620 | 0.26% | 73 |
|
|
2023
Q3 | $1.29M | Sell |
38,521
-2,143
| -5% | -$71.9K | 0.31% | 75 |
|
|
2023
Q2 | $1.39M | Sell |
40,664
-4,984
| -11% | -$170K | 0.34% | 66 |
|
|
2023
Q1 | $1.49M | Sell |
45,648
-381
| -0.8% | -$12.4K | 0.4% | 57 |
|
|
2022
Q4 | $1.47M | Sell |
46,029
-40
| -0.1% | -$1.27K | 0.45% | 54 |
|
|
2022
Q3 | $1.29M | Buy |
46,069
+189
| +0.4% | +$5.3K | 0.46% | 52 |
|
|
2022
Q2 | $1.53M | Buy |
+45,880
| New | +$1.53M | 0.56% | 48 |
|