Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.76M Buy
177,082
+84,175
+91% +$3.11M 0.48% 36
2025
Q4
$3.25M Sell
92,907
-80,962
-47% -$2.92M 0.26% 136
2025
Q3
$6.46M Buy
173,869
+48,134
+38% +$1.73M 0.49% 46
2025
Q2
$4.26M Buy
125,735
+112,410
+844% +$3.91M 0.38% 66
2025
Q1
$481K Buy
+13,325
New +$452K 0.06% 302
2024
Q1
Sell
-17,777
Closed -$482K 655
2023
Q4
$482K Sell
17,777
-5,322
-23% -$135K 0.09% 284
2023
Q3
$544K Buy
+23,099
New +$597K 0.12% 216
2023
Q1
Sell
-12,504
Closed -$365K 305
2022
Q4
$365K Buy
+12,504
New +$344K 0.18% 114
2019
Q2
Sell
-135,193
Closed -$4.29M 577
2019
Q1
$4.29M Buy
135,193
+73,808
+120% +$2.29M 0.37% 84
2018
Q4
$1.74M Buy
+61,385
New +$1.86M 0.17% 124

Other funds holding PPL