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
2026 Q1	–	Sell	-9,554	Closed	-$346K	–	239
2025 Q4	$346K	Hold	9,554	–	–	0.04%	171
2025 Q3	$328K	Buy	9,554 +199	+2%	+$6.89K	0.04%	167
2025 Q2	$328K	Sell	9,355 -15,189	-62%	-$537K	0.05%	152
2025 Q1	$896K	Hold	24,544	–	–	0.14%	74
2024 Q4	$919K	Sell	24,544 -1,247	-5%	-$47.5K	0.13%	69
2024 Q3	$973K	Hold	25,791	–	–	0.14%	75
2024 Q2	$844K	Hold	25,791	–	–	0.13%	79
2024 Q1	$925K	Hold	25,791	–	–	0.15%	66
2023 Q4	$941K	Sell	25,791 -1,226	-5%	-$42.9K	0.17%	60
2023 Q3	$890K	Sell	27,017 -2,025	-7%	-$70K	0.18%	61
2023 Q2	$1.03M	Sell	29,042 -1,522	-5%	-$47.5K	0.21%	57
2023 Q1	$997K	Hold	30,564	–	–	0.22%	53
2022 Q4	$1.05M	Hold	30,564	–	–	0.23%	55
2022 Q3	$857K	Sell	30,564 -1,088	-3%	-$35.8K	0.23%	53
2022 Q2	$1.06M	Hold	31,652	–	–	0.27%	50
2022 Q1	$1.09M	Hold	31,652	–	–	0.24%	57
2021 Q4	$998K	Buy	+31,652	New	+$1.02M	0.22%	61