Kestra Advisory Services’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 | $3.2M | Buy |
91,402
+37,392
| +69% | +$1.31M | 0.02% | 835 |
|
|
2025
Q1 | $1.97M | Sell |
54,010
-37,699
| -41% | -$1.38M | 0.01% | 991 |
|
|
2024
Q4 | $3.44M | Buy |
91,709
+45,068
| +97% | +$1.69M | 0.02% | 740 |
|
|
2024
Q3 | $1.76M | Sell |
46,641
-27,711
| -37% | -$1.04M | 0.01% | 1013 |
|
|
2024
Q2 | $2.43M | Buy |
74,352
+7,089
| +11% | +$232K | 0.01% | 864 |
|
|
2024
Q1 | $2.41M | Buy |
67,263
+25,251
| +60% | +$906K | 0.02% | 795 |
|
|
2023
Q4 | $1.53M | Sell |
42,012
-852
| -2% | -$31.1K | 0.01% | 927 |
|
|
2023
Q3 | $1.44M | Sell |
42,864
-65,311
| -60% | -$2.19M | 0.01% | 830 |
|
|
2023
Q2 | $3.69M | Sell |
108,175
-4,353
| -4% | -$148K | 0.04% | 467 |
|
|
2023
Q1 | $3.67M | Sell |
112,528
-3,534
| -3% | -$115K | 0.04% | 446 |
|
|
2022
Q4 | $3.7M | Sell |
116,062
-18,726
| -14% | -$596K | 0.03% | 528 |
|
|
2022
Q3 | $3.78M | Buy |
134,788
+17,117
| +15% | +$480K | 0.04% | 452 |
|
|
2022
Q2 | $3.93M | Buy |
117,671
+9,377
| +9% | +$313K | 0.04% | 429 |
|
|
2022
Q1 | $3.72M | Buy |
+108,294
| New | +$3.72M | 0.04% | 458 |
|