Susquehanna Fundamental Investments’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 | $3.49M | Sell |
99,757
-6,458
| -6% | -$226K | 0.09% | 248 |
|
|
2025
Q1 | $3.88M | Buy |
106,215
+28,239
| +36% | +$1.03M | 0.05% | 375 |
|
|
2024
Q4 | $2.92M | Buy |
+77,976
| New | +$2.92M | 0.04% | 438 |
|
|
2024
Q2 | $884K | Buy |
27,036
+20,936
| +343% | +$685K | 0.02% | 580 |
|
|
2024
Q1 | $219K | Buy |
+6,100
| New | +$219K | 0.01% | 608 |
|
|
2023
Q3 | – | Sell |
-25,370
| Closed | -$865K | – | 542 |
|
|
2023
Q2 | $865K | Hold |
25,370
| – | – | 0.03% | 356 |
|
|
2023
Q1 | $828K | Sell |
25,370
-5,726
| -18% | -$187K | 0.02% | 563 |
|
|
2022
Q4 | $990K | Sell |
31,096
-58,939
| -65% | -$1.88M | 0.02% | 655 |
|
|
2022
Q3 | $2.53M | Buy |
+90,035
| New | +$2.53M | 0.04% | 512 |
|