Principal 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 | $21.8M | Sell |
621,916
-1,504
| -0.2% | -$52.7K | 0.01% | 801 |
|
2025
Q1 | $22.7M | Buy |
623,420
+28,255
| +5% | +$1.03M | 0.01% | 744 |
|
2024
Q4 | $22.3M | Buy |
595,165
+17,235
| +3% | +$646K | 0.01% | 791 |
|
2024
Q3 | $21.8M | Sell |
577,930
-26,550
| -4% | -$1M | 0.01% | 788 |
|
2024
Q2 | $19.8M | Sell |
604,480
-29,227
| -5% | -$956K | 0.01% | 863 |
|
2024
Q1 | $22.7M | Buy |
633,707
+10,767
| +2% | +$386K | 0.01% | 837 |
|
2023
Q4 | $22.7M | Sell |
622,940
-8,685
| -1% | -$317K | 0.01% | 802 |
|
2023
Q3 | $21.2M | Sell |
631,625
-34,844
| -5% | -$1.17M | 0.02% | 775 |
|
2023
Q2 | $22.7M | Buy |
666,469
+653,553
| +5,060% | +$22.3M | 0.02% | 773 |
|
2023
Q1 | $421K | Sell |
12,916
-1,160
| -8% | -$37.8K | ﹤0.01% | 2012 |
|
2022
Q4 | $448K | Sell |
14,076
-2,827
| -17% | -$90K | ﹤0.01% | 2004 |
|
2022
Q3 | $474K | Sell |
16,903
-839
| -5% | -$23.5K | ﹤0.01% | 1974 |
|
2022
Q2 | $593K | Buy |
17,742
+7,239
| +69% | +$242K | ﹤0.01% | 2017 |
|
2022
Q1 | $361K | Buy |
+10,503
| New | +$361K | ﹤0.01% | 2189 |
|