Prime Capital Investment Advisors’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 | $4.25M | Sell |
121,229
-20,757
| -15% | -$727K | 0.06% | 220 |
|
|
2025
Q1 | $5.18M | Sell |
141,986
-5,605
| -4% | -$205K | 0.06% | 214 |
|
|
2024
Q4 | $5.53M | Sell |
147,591
-15,274
| -9% | -$572K | 0.08% | 168 |
|
|
2024
Q3 | $6.14M | Sell |
162,865
-10,038
| -6% | -$379K | 0.09% | 161 |
|
|
2024
Q2 | $5.66M | Sell |
172,903
-13,495
| -7% | -$441K | 0.08% | 168 |
|
|
2024
Q1 | $6.69M | Sell |
186,398
-11,195
| -6% | -$402K | 0.09% | 165 |
|
|
2023
Q4 | $7.21M | Sell |
197,593
-8,117
| -4% | -$296K | 0.11% | 159 |
|
|
2023
Q3 | $6.9M | Sell |
205,710
-15,588
| -7% | -$523K | 0.14% | 122 |
|
|
2023
Q2 | $7.54M | Buy |
221,298
+105,686
| +91% | +$3.6M | 0.15% | 121 |
|
|
2023
Q1 | $3.77M | Sell |
115,612
-157,968
| -58% | -$5.15M | 0.16% | 117 |
|
|
2022
Q4 | $8.71M | Buy |
273,580
+145,109
| +113% | +$4.62M | 0.33% | 68 |
|
|
2022
Q3 | $3.6M | Sell |
128,471
-43,117
| -25% | -$1.21M | 0.21% | 87 |
|
|
2022
Q2 | $5.73M | Buy |
+171,588
| New | +$5.73M | 0.34% | 52 |
|