Financial Partners Group (Kansas)’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 | $328K | Sell |
9,355
-15,189
| -62% | -$532K | 0.05% | 152 |
|
|
2025
Q1 | $896K | Hold |
24,544
| – | – | 0.14% | 74 |
|
|
2024
Q4 | $919K | Sell |
24,544
-1,247
| -5% | -$46.7K | 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% | -$44.7K | 0.17% | 60 |
|
|
2023
Q3 | $890K | Sell |
27,017
-2,025
| -7% | -$66.7K | 0.18% | 61 |
|
|
2023
Q2 | $1.03M | Sell |
29,042
-1,522
| -5% | -$54.1K | 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% | -$30.5K | 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 | +$998K | 0.22% | 61 |
|