Larson Financial Group’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 | $126K | Buy |
3,605
+115
| +3% | +$4.03K | 0.01% | 766 |
|
|
2025
Q1 | $127K | Sell |
3,490
-924
| -21% | -$33.7K | 0.01% | 722 |
|
|
2024
Q4 | $165K | Buy |
4,414
+106
| +2% | +$3.97K | 0.01% | 609 |
|
|
2024
Q3 | $162K | Buy |
4,308
+8
| +0.2% | +$302 | 0.01% | 620 |
|
|
2024
Q2 | $141K | Buy |
4,300
+15
| +0.4% | +$491 | 0.01% | 560 |
|
|
2024
Q1 | $154K | Buy |
4,285
+20
| +0.5% | +$717 | 0.01% | 463 |
|
|
2023
Q4 | $156K | Sell |
4,265
-41
| -1% | -$1.5K | 0.01% | 405 |
|
|
2023
Q3 | $144K | Buy |
4,306
+4
| +0.1% | +$134 | 0.01% | 382 |
|
|
2023
Q2 | $147K | Sell |
4,302
-193
| -4% | -$6.58K | 0.01% | 370 |
|
|
2023
Q1 | $147K | Sell |
4,495
-294
| -6% | -$9.59K | 0.02% | 363 |
|
|
2022
Q4 | $152K | Sell |
4,789
-996
| -17% | -$31.7K | 0.02% | 337 |
|
|
2022
Q3 | $162K | Sell |
5,785
-4,693
| -45% | -$131K | 0.02% | 297 |
|
|
2022
Q2 | $350K | Buy |
10,478
+6,726
| +179% | +$225K | 0.06% | 133 |
|
|
2022
Q1 | $129K | Buy |
+3,752
| New | +$129K | 0.02% | 240 |
|