Avantax Planning Partners’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
5,941
-6
| -0.1% | -$203 | 0.01% | 430 |
|
|
2025
Q1 | $215K | Sell |
5,947
-713
| -11% | -$25.7K | 0.01% | 400 |
|
|
2024
Q4 | $216K | Hold |
6,660
| – | – | 0.01% | 403 |
|
|
2024
Q3 | $220K | Sell |
6,660
-2,274
| -25% | -$75.2K | 0.01% | 404 |
|
|
2024
Q2 | $247K | Hold |
8,934
| – | – | 0.01% | 399 |
|
|
2024
Q1 | $246K | Buy |
+8,934
| New | +$246K | 0.01% | 402 |
|
|
2019
Q4 | – | Sell |
-7,918
| Closed | -$249K | – | 314 |
|
|
2019
Q3 | $249K | Sell |
7,918
-164
| -2% | -$5.16K | 0.02% | 261 |
|
|
2019
Q2 | $251K | Sell |
8,082
-509
| -6% | -$15.8K | 0.02% | 259 |
|
|
2019
Q1 | $273K | Buy |
8,591
+48
| +0.6% | +$1.53K | 0.02% | 240 |
|
|
2018
Q4 | $242K | Buy |
8,543
+467
| +6% | +$13.2K | 0.02% | 228 |
|
|
2018
Q3 | $236K | Sell |
8,076
-200
| -2% | -$5.84K | 0.02% | 224 |
|
|
2018
Q2 | $236K | Sell |
8,276
-426
| -5% | -$12.1K | 0.02% | 213 |
|
|
2018
Q1 | $246K | Sell |
8,702
-101
| -1% | -$2.86K | 0.02% | 265 |
|
|
2017
Q4 | $272K | Sell |
8,803
-4,232
| -32% | -$131K | 0.02% | 239 |
|
|
2017
Q3 | $495K | Buy |
13,035
+8
| +0.1% | +$304 | 0.04% | 210 |
|
|
2017
Q2 | $504K | Buy |
13,027
+137
| +1% | +$5.3K | 0.04% | 191 |
|
|
2017
Q1 | $482K | Buy |
12,890
+108
| +0.8% | +$4.04K | 0.04% | 182 |
|
|
2016
Q4 | $435K | Buy |
+12,782
| New | +$435K | 0.05% | 178 |
|