Independent Financial Group’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 | $2.91M | Sell |
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|
2025
Q4 | $2.81M | Sell |
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|
2025
Q3 | $2.77M | Buy |
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|
2025
Q2 | $2.71M | Sell |
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|
2025
Q1 | $4.14M | Sell |
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|
2024
Q4 | $6.1M | Buy |
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|
2024
Q3 | $5.18M | Sell |
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|
2024
Q2 | $5.26M | Sell |
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|
2024
Q1 | $6.59M | Buy |
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|
2023
Q4 | $6.57M | Sell |
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|
2023
Q3 | $8.37M | Buy |
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|
2023
Q2 | $7.23M | Buy |
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|
2023
Q1 | $6.76M | Sell |
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|
2022
Q4 | $6.78M | Sell |
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|
2022
Q3 | $6.32M | Buy |
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|
2022
Q2 | $6.08M | Sell |
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|
2022
Q1 | $6.27M | Buy |
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|
2021
Q4 | $396K | Hold |
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|
2021
Q3 | $369K | Buy |
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