B.O.S.S. Retirement Advisors’s PPL Corp PPL Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio PPL Stock Details PPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-42,759	Closed	-$1.41M	–	274
2024 Q3	$1.41M	Buy	42,759 +1,347	+3%	+$41.2K	0.28%	93
2024 Q2	$1.15M	Buy	41,412 +134	+0.3%	+$3.76K	0.29%	92
2024 Q1	$1.12M	Sell	41,278 -4,933	-11%	-$131K	0.43%	90
2023 Q4	$1.25M	Sell	46,211 -6,357	-12%	-$161K	0.24%	139
2023 Q3	$1.24M	Sell	52,568 -3,657	-7%	-$94.6K	0.27%	149
2023 Q2	$1.49M	Sell	56,225 -5,749	-9%	-$159K	0.32%	132
2023 Q1	$1.72M	Buy	61,974 +4,119	+7%	+$117K	0.4%	100
2022 Q4	$1.69M	Buy	+57,855	New	+$1.59M	0.43%	95

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

B.O.S.S. Retirement Advisors's PPL Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of PPL Corp (PPL) in Q4 2024, closing a stake of 42,759 shares — an estimated $1.41M sold.

B.O.S.S. Retirement Advisors first reported a position in PPL in Q4 2022 and held it in 8 quarters. The position peaked at $1.72M in Q1 2023. 863 funds tracked by Wall St. Rank hold PPL as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining PPL Corp position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 42,759 PPL Corp shares in Q4 2024, an estimated $1.41M.
B.O.S.S. Retirement Advisors first reported a position in PPL Corp in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's PPL Corp position peaked at $1.72M in Q1 2023.
863 funds tracked by Wall St. Rank held PPL Corp as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.