Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$40.4K Hold
1,111
﹤0.01% 309
2026
Q1
$42.4K Hold
1,111
﹤0.01% 303
2025
Q4
$38.9K Sell
1,111
-56
-5% -$2.02K ﹤0.01% 314
2025
Q3
$43.4K Hold
1,167
﹤0.01% 308
2025
Q2
$39.5K Sell
1,167
-98
-8% -$3.41K ﹤0.01% 315
2025
Q1
$45.7K Sell
1,265
-320
-20% -$10.9K ﹤0.01% 307
2024
Q4
$51.4K Sell
1,585
-521
-25% -$17.2K ﹤0.01% 298
2024
Q3
$69.7K Buy
2,106
+204
+11% +$6.24K 0.01% 276
2024
Q2
$52.6K Sell
1,902
-23,268
-92% -$653K 0.01% 285
2024
Q1
$693K Buy
25,170
+991
+4% +$26.4K 0.07% 140
2023
Q4
$655K Buy
24,179
+934
+4% +$23.7K 0.07% 137
2023
Q3
$548K Buy
23,245
+74
+0.3% +$1.91K 0.07% 145
2023
Q2
$613K Buy
23,171
+1,241
+6% +$34.2K 0.07% 140
2023
Q1
$609K Sell
21,930
-1,657
-7% -$46.9K 0.07% 137
2022
Q4
$689K Sell
23,587
-8,156
-26% -$224K 0.08% 131
2022
Q3
$805K Buy
31,743
+693
+2% +$19.8K 0.09% 122
2022
Q2
$842K Buy
31,050
+1,266
+4% +$36.3K 0.09% 125
2022
Q1
$850K Buy
29,784
+5,314
+22% +$150K 0.09% 115
2021
Q4
$735K Buy
24,470
+2,937
+14% +$84.8K 0.07% 133
2021
Q3
$601K Buy
21,533
+7,484
+53% +$216K 0.06% 143
2021
Q2
$393K Buy
14,049
+1,677
+14% +$48.5K 0.04% 162
2021
Q1
$356K Buy
12,372
+917
+8% +$25.7K 0.04% 160
2020
Q4
$323K Sell
11,455
-451
-4% -$12.8K 0.04% 156
2020
Q3
$324K Sell
11,906
-962
-7% -$25.9K 0.05% 146
2020
Q2
$332K Buy
12,868
+2,572
+25% +$66.9K 0.05% 145
2020
Q1
$254K Buy
10,296
+951
+10% +$30.6K 0.05% 153
2019
Q4
$335K Buy
9,345
+1,658
+22% +$55.6K 0.05% 144
2019
Q3
$242K Buy
7,687
+495
+7% +$15K 0.04% 166
2019
Q2
$223K Buy
7,192
+91
+1% +$2.82K 0.04% 166
2019
Q1
$225K Buy
+7,101
New +$221K 0.04% 158
2016
Q2
Sell
-27,054
Closed -$1.03M 139
2016
Q1
$1.03M Buy
27,054
+104
+0.4% +$3.7K 0.26% 71
2015
Q4
$920K Sell
26,950
-3,028
-10% -$102K 0.23% 75
2015
Q3
$986K Buy
29,978
+1,399
+5% +$43.8K 0.25% 69
2015
Q2
$842K Sell
28,579
-2,142
-7% -$66.9K 0.2% 83
2015
Q1
$963K Buy
30,721
+4,332
+16% +$139K 0.23% 72
2014
Q4
$893K Buy
26,389
+50
+0.2% +$1.63K 0.23% 77
2014
Q3
$806K Sell
26,339
-819
-3% -$25.6K 0.22% 76
2014
Q2
$899K Sell
27,158
-30
-0.1% -$946 0.24% 72
2014
Q1
$839K Buy
27,188
+147
+0.5% +$4.27K 0.25% 61
2013
Q4
$758K Buy
27,041
+952
+4% +$26.8K 0.21% 78
2013
Q3
$738K Sell
26,089
-334
-1% -$9.58K 0.22% 78
2013
Q2
$744K Buy
+26,423
New +$764K 0.24% 68

Other funds holding PPL