B. Riley Wealth Advisors’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 | $228K | Buy |
+6,733
| New | +$228K | 0.01% | 802 |
|
2024
Q4 | $810K | Sell |
24,750
-1,154
| -4% | -$37.8K | 0.03% | 524 |
|
2024
Q3 | $858K | Sell |
25,904
-10,459
| -29% | -$346K | 0.02% | 544 |
|
2024
Q2 | $1.01M | Sell |
36,363
-8,350
| -19% | -$233K | 0.03% | 538 |
|
2024
Q1 | $1.06M | Buy |
44,713
+6,331
| +16% | +$151K | 0.03% | 509 |
|
2023
Q4 | $1.05M | Sell |
38,382
-6,331
| -14% | -$173K | 0.03% | 510 |
|
2023
Q3 | $1.06M | Buy |
44,713
+2,985
| +7% | +$71K | 0.03% | 509 |
|
2023
Q2 | $1.11M | Sell |
41,728
-4,652
| -10% | -$124K | 0.03% | 530 |
|
2023
Q1 | $1.3M | Buy |
46,380
+15,209
| +49% | +$425K | 0.03% | 460 |
|
2022
Q4 | $917K | Buy |
31,171
+2,194
| +8% | +$64.5K | 0.03% | 566 |
|
2022
Q3 | $735K | Buy |
28,977
+11,946
| +70% | +$303K | 0.02% | 617 |
|
2022
Q2 | $463K | Sell |
17,031
-2,389
| -12% | -$64.9K | 0.02% | 691 |
|
2022
Q1 | $555K | Sell |
19,420
-32,924
| -63% | -$941K | 0.02% | 701 |
|
2021
Q4 | $1.57M | Buy |
52,344
+3,644
| +7% | +$110K | 0.05% | 407 |
|
2021
Q3 | $1.36M | Buy |
48,700
+1,850
| +4% | +$51.6K | 0.04% | 434 |
|
2021
Q2 | $1.31M | Buy |
46,850
+23,453
| +100% | +$656K | 0.04% | 440 |
|
2021
Q1 | $676K | Buy |
23,397
+4,232
| +22% | +$122K | 0.02% | 604 |
|
2020
Q4 | $541K | Buy |
19,165
+1,512
| +9% | +$42.7K | 0.03% | 517 |
|
2020
Q3 | $479K | Buy |
17,653
+4,341
| +33% | +$118K | 0.03% | 545 |
|
2020
Q2 | $346K | Buy |
13,312
+2,147
| +19% | +$55.8K | 0.02% | 583 |
|
2020
Q1 | $277K | Sell |
11,165
-4,022
| -26% | -$99.8K | 0.02% | 570 |
|
2019
Q4 | $546K | Sell |
15,187
-9,833
| -39% | -$354K | 0.05% | 406 |
|
2019
Q3 | $789K | Buy |
25,020
+4,730
| +23% | +$149K | 0.08% | 269 |
|
2019
Q2 | $631K | Buy |
20,290
+6,661
| +49% | +$207K | 0.07% | 294 |
|
2019
Q1 | $435K | Buy |
13,629
+1,023
| +8% | +$32.7K | 0.05% | 375 |
|
2018
Q4 | $358K | Buy |
12,606
+201
| +2% | +$5.71K | 0.05% | 389 |
|
2018
Q3 | $365K | Buy |
12,405
+2,113
| +21% | +$62.2K | 0.04% | 430 |
|
2018
Q2 | $295K | Buy |
+10,292
| New | +$295K | 0.04% | 471 |
|
2018
Q1 | – | Sell |
-7,095
| Closed | -$220K | – | 705 |
|
2017
Q4 | $220K | Sell |
7,095
-437
| -6% | -$13.6K | 0.03% | 552 |
|
2017
Q3 | $287K | Buy |
7,532
+1,544
| +26% | +$58.8K | 0.05% | 387 |
|
2017
Q2 | $232K | Buy |
+5,988
| New | +$232K | 0.04% | 439 |
|
2017
Q1 | – | Sell |
-6,199
| Closed | -$212K | – | 557 |
|
2016
Q4 | $212K | Sell |
6,199
-542
| -8% | -$18.5K | 0.04% | 448 |
|
2016
Q3 | $234K | Buy |
6,741
+595
| +10% | +$20.7K | 0.05% | 490 |
|
2016
Q2 | $233K | Buy |
6,146
+182
| +3% | +$6.9K | 0.05% | 490 |
|
2016
Q1 | $227K | Sell |
5,964
-277
| -4% | -$10.5K | 0.05% | 435 |
|
2015
Q4 | $213K | Buy |
+6,241
| New | +$213K | 0.04% | 472 |
|
2015
Q1 | – | Sell |
-11,832
| Closed | -$2.29K | – | 1615 |
|
2014
Q4 | $2.29K | Buy |
+11,832
| New | +$2.29K | 0.05% | 515 |
|
2014
Q3 | – | Sell |
-13,648
| Closed | -$236K | – | 1572 |
|
2014
Q2 | $236K | Buy |
13,648
+6,579
| +93% | +$114K | 0.06% | 394 |
|
2014
Q1 | $218K | Sell |
7,069
-1,595
| -18% | -$49.2K | 0.07% | 359 |
|
2013
Q4 | $243K | Sell |
8,664
-4,318
| -33% | -$121K | 0.08% | 291 |
|
2013
Q3 | $367K | Buy |
12,982
+359
| +3% | +$10.1K | 0.13% | 183 |
|
2013
Q2 | $356K | Buy |
+12,623
| New | +$356K | 0.12% | 195 |
|