LPL Financial’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 | $14.5M | Buy |
412,686
+24,602
| +6% | +$862K | ﹤0.01% | 1463 |
|
|
2025
Q1 | $14.2M | Buy |
388,084
+17,448
| +5% | +$637K | 0.01% | 1369 |
|
|
2024
Q4 | $13.9M | Buy |
370,636
+41,468
| +13% | +$1.55M | 0.01% | 1303 |
|
|
2024
Q3 | $12.4M | Buy |
329,168
+42,674
| +15% | +$1.61M | 0.01% | 1319 |
|
|
2024
Q2 | $9.37M | Sell |
286,494
-33,275
| -10% | -$1.09M | ﹤0.01% | 1414 |
|
|
2024
Q1 | $11.5M | Sell |
319,769
-53,599
| -14% | -$1.92M | 0.01% | 1245 |
|
|
2023
Q4 | $13.6M | Buy |
373,368
+25,333
| +7% | +$924K | 0.01% | 1057 |
|
|
2023
Q3 | $11.7M | Buy |
348,035
+93,719
| +37% | +$3.14M | 0.01% | 1073 |
|
|
2023
Q2 | $8.67M | Sell |
254,316
-12,650
| -5% | -$431K | 0.01% | 1213 |
|
|
2023
Q1 | $8.71M | Sell |
266,966
-60,404
| -18% | -$1.97M | 0.01% | 1169 |
|
|
2022
Q4 | $10.4M | Sell |
327,370
-129,801
| -28% | -$4.13M | 0.01% | 1001 |
|
|
2022
Q3 | $12.8M | Buy |
457,171
+41,489
| +10% | +$1.16M | 0.01% | 829 |
|
|
2022
Q2 | $13.9M | Buy |
+415,682
| New | +$13.9M | 0.01% | 800 |
|