Financial Partners Group (Kansas)’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $328K | Buy |
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|
2025
Q2 | $328K | Sell |
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|
2025
Q1 | $896K | Hold |
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|
2024
Q4 | $919K | Sell |
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|
2024
Q3 | $973K | Hold |
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|
2024
Q2 | $844K | Hold |
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|
2024
Q1 | $925K | Hold |
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|
2023
Q4 | $941K | Sell |
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|
2023
Q3 | $890K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $997K | Hold |
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|
2022
Q4 | $1.05M | Hold |
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|
2022
Q3 | $857K | Sell |
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|
2022
Q2 | $1.06M | Hold |
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|
2022
Q1 | $1.09M | Hold |
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|
2021
Q4 | $998K | Buy |
|