Larson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $119K | Sell |
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|
2025
Q2 | $126K | Buy |
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|
2025
Q1 | $127K | Sell |
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|
2024
Q4 | $165K | Buy |
|
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|
2024
Q3 | $162K | Buy |
|
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|
2024
Q2 | $141K | Buy |
|
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|
2024
Q1 | $154K | Buy |
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|
2023
Q4 | $156K | Sell |
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|
2023
Q3 | $144K | Buy |
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|
2023
Q2 | $147K | Sell |
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|
2023
Q1 | $147K | Sell |
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|
2022
Q4 | $152K | Sell |
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|
2022
Q3 | $162K | Sell |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $129K | Buy |
|