Avior Wealth Management’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-417
| Closed | -$13.5K | – | 1905 |
|
|
2024
Q4 | $13.5K | Buy |
417
+8
| +2% | +$263 | ﹤0.01% | 1523 |
|
|
2024
Q3 | $13.5K | Hold |
409
| – | – | ﹤0.01% | 1460 |
|
|
2024
Q2 | $11.3K | Sell |
409
-1,113
| -73% | -$31.2K | ﹤0.01% | 1478 |
|
|
2024
Q1 | $41.9K | Buy |
1,522
+1,372
| +915% | +$36.5K | ﹤0.01% | 1295 |
|
|
2023
Q4 | $4.07K | Hold |
150
| – | – | ﹤0.01% | 1199 |
|
|
2023
Q3 | $3.53K | Hold |
150
| – | – | ﹤0.01% | 1289 |
|
|
2023
Q2 | $3.97K | Hold |
150
| – | – | ﹤0.01% | 1243 |
|
|
2023
Q1 | $4.17K | Buy |
+150
| New | +$4.25K | ﹤0.01% | 1251 |
|
|
2022
Q4 | – | Sell |
-24
| Closed | – | – | 1318 |
|
|
2022
Q3 | $0 | Hold |
24
| – | – | ﹤0.01% | 1260 |
|
|
2022
Q2 | $0 | Hold |
24
| – | – | ﹤0.01% | 1193 |
|
|
2022
Q1 | $0 | Hold |
24
| – | – | ﹤0.01% | 1202 |
|
|
2021
Q4 | $0 | Hold |
24
| – | – | ﹤0.01% | 1193 |
|
|
2021
Q3 | $0 | Sell |
24
-668
| -97% | -$19.3K | ﹤0.01% | 1151 |
|
|
2021
Q2 | $19K | Buy |
692
+45
| +7% | +$1.3K | ﹤0.01% | 655 |
|
|
2021
Q1 | $18K | Sell |
647
-134
| -17% | -$3.75K | ﹤0.01% | 668 |
|
|
2020
Q4 | $22K | Buy |
781
+153
| +24% | +$4.34K | ﹤0.01% | 603 |
|
|
2020
Q3 | $17K | Hold |
628
| – | – | ﹤0.01% | 623 |
|
|
2020
Q2 | $16K | Buy |
628
+604
| +2,517% | +$15.7K | ﹤0.01% | 607 |
|
|
2020
Q1 | $0 | Sell |
24
-500
| -95% | -$16.1K | ﹤0.01% | 874 |
|
|
2019
Q4 | $18K | Hold |
524
| – | – | ﹤0.01% | 540 |
|
|
2019
Q3 | $16K | Sell |
524
-48
| -8% | -$1.45K | ﹤0.01% | 543 |
|
|
2019
Q2 | $18K | Buy |
+572
| New | +$17.7K | ﹤0.01% | 541 |
|
|
2018
Q4 | – | Sell |
-149
| Closed | -$4K | – | 747 |
|
|
2018
Q3 | $4K | Hold |
149
| – | – | ﹤0.01% | 646 |
|
|
2018
Q2 | $4K | Sell |
149
-29
| -16% | -$803 | ﹤0.01% | 668 |
|
|
2018
Q1 | $5K | Sell |
178
-157
| -47% | -$4.68K | ﹤0.01% | 634 |
|
|
2017
Q4 | $10K | Buy |
335
+178
| +113% | +$6.39K | ﹤0.01% | 593 |
|
|
2017
Q3 | $6K | Buy |
+157
| New | +$6.07K | ﹤0.01% | 379 |
|
|
2017
Q1 | – | Sell |
-117
| Closed | -$4K | – | 518 |
|
|
2016
Q4 | $4K | Buy |
+117
| New | +$3.92K | ﹤0.01% | 409 |
|
Other funds holding PPL
Avior Wealth Management's PPL Position: Q1 2025 in Review
Avior Wealth Management sold out of PPL Corp (PPL) in Q1 2025, closing a stake of 417 shares — an estimated $13.5K sold.
Avior Wealth Management first reported a position in PPL in Q4 2016 and held it in 28 quarters. The position peaked at $41.9K in Q1 2024. 908 funds tracked by Wall St. Rank hold PPL as of Q1 2025.
- Avior Wealth Management reported no remaining PPL Corp position as of Q1 2025 after selling out during the quarter.
- Avior Wealth Management sold 417 PPL Corp shares in Q1 2025, an estimated $13.5K.
- Avior Wealth Management first reported a position in PPL Corp in Q4 2016 and held it in 28 quarters.
- Avior Wealth Management's PPL Corp position peaked at $41.9K in Q1 2024.
- 908 funds tracked by Wall St. Rank held PPL Corp as of Q1 2025.
Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.