Savant Capital’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 | $354K | Buy |
10,103
+1,030
| +11% | +$36.1K | ﹤0.01% | 1275 |
|
|
2025
Q1 | $331K | Buy |
9,073
+89
| +1% | +$3.25K | ﹤0.01% | 1173 |
|
|
2024
Q4 | $337K | Buy |
8,984
+68
| +0.8% | +$2.55K | ﹤0.01% | 1052 |
|
|
2024
Q3 | $336K | Sell |
8,916
-497
| -5% | -$18.7K | ﹤0.01% | 1042 |
|
|
2024
Q2 | $308K | Buy |
9,413
+647
| +7% | +$21.2K | ﹤0.01% | 967 |
|
|
2024
Q1 | $314K | Buy |
8,766
+8
| +0.1% | +$287 | ﹤0.01% | 884 |
|
|
2023
Q4 | $319K | Buy |
8,758
+8
| +0.1% | +$292 | ﹤0.01% | 685 |
|
|
2023
Q3 | $293K | Sell |
8,750
-3,326
| -28% | -$112K | ﹤0.01% | 652 |
|
|
2023
Q2 | $412K | Buy |
12,076
+3,890
| +48% | +$133K | 0.01% | 556 |
|
|
2023
Q1 | $267K | Buy |
8,186
+8
| +0.1% | +$261 | 0.01% | 623 |
|
|
2022
Q4 | $232K | Buy |
8,178
+887
| +12% | +$25.2K | 0.01% | 523 |
|
|
2022
Q3 | $205K | Buy |
+7,291
| New | +$205K | 0.01% | 509 |
|