FFA
First Foundation Advisors’s Phillips Edison & Co PECO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.93M | Sell |
54,990
-1,720
| -3% | -$60.3K | 0.07% | 140 |
|
2025
Q1 | $2.07M | Sell |
56,710
-2,905
| -5% | -$106K | 0.08% | 119 |
|
2024
Q4 | $2.23M | Sell |
59,615
-4,067
| -6% | -$152K | 0.08% | 115 |
|
2024
Q3 | $2.4M | Sell |
63,682
-6,150
| -9% | -$232K | 0.09% | 115 |
|
2024
Q2 | $2.28M | Sell |
69,832
-7,480
| -10% | -$245K | 0.09% | 110 |
|
2024
Q1 | $2.77M | Sell |
77,312
-10,072
| -12% | -$361K | 0.11% | 100 |
|
2023
Q4 | $3.19M | Sell |
87,384
-43,815
| -33% | -$1.6M | 0.15% | 89 |
|
2023
Q3 | $4.4M | Sell |
131,199
-11,470
| -8% | -$385K | 0.21% | 79 |
|
2023
Q2 | $4.86M | Sell |
142,669
-43,708
| -23% | -$1.49M | 0.21% | 82 |
|
2023
Q1 | $6.08M | Sell |
186,377
-61,345
| -25% | -$2M | 0.28% | 71 |
|
2022
Q4 | $7.89M | Sell |
247,722
-1,012,441
| -80% | -$32.2M | 0.38% | 64 |
|
2022
Q3 | $35.3M | Buy |
1,260,163
+2,853
| +0.2% | +$80K | 1.73% | 10 |
|
2022
Q2 | $42M | Buy |
1,257,310
+352,855
| +39% | +$11.8M | 1.86% | 12 |
|
2022
Q1 | $31.1M | Buy |
+904,455
| New | +$31.1M | 1.12% | 22 |
|