Buckingham Strategic Wealth’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $257K | Buy |
9,286
+6
| +0.1% | +$168 | ﹤0.01% | 641 |
|
|
2024
Q1 | $255K | Sell |
9,280
-1,308
| -12% | -$34.8K | ﹤0.01% | 635 |
|
|
2023
Q4 | $287K | Buy |
10,588
+284
| +3% | +$7.2K | ﹤0.01% | 579 |
|
|
2023
Q3 | $243K | Sell |
10,304
-334
| -3% | -$8.64K | ﹤0.01% | 580 |
|
|
2023
Q2 | $281K | Buy |
10,638
+787
| +8% | +$21.7K | ﹤0.01% | 545 |
|
|
2023
Q1 | $288K | Hold |
9,851
| – | – | 0.01% | 489 |
|
|
2022
Q4 | $288K | Sell |
9,851
-13
| -0.1% | -$357 | 0.01% | 491 |
|
|
2022
Q3 | $250K | Sell |
9,864
-2,313
| -19% | -$66.2K | 0.01% | 506 |
|
|
2022
Q2 | $330K | Buy |
12,177
+5,063
| +71% | +$145K | 0.01% | 450 |
|
|
2022
Q1 | $203K | Sell |
7,114
-121
| -2% | -$3.41K | ﹤0.01% | 568 |
|
|
2021
Q4 | $217K | Sell |
7,235
-1,530
| -17% | -$44.2K | ﹤0.01% | 548 |
|
|
2021
Q3 | $244K | Sell |
8,765
-70
| -0.8% | -$2.02K | 0.01% | 514 |
|
|
2021
Q2 | $247K | Buy |
8,835
+1,057
| +14% | +$30.5K | 0.01% | 507 |
|
|
2021
Q1 | $224K | Buy |
7,778
+59
| +0.8% | +$1.65K | 0.01% | 496 |
|
|
2020
Q4 | $218K | Buy |
+7,719
| New | +$219K | 0.01% | 491 |
|
|
2020
Q2 | – | Sell |
-14,478
| Closed | -$357K | – | 455 |
|
|
2020
Q1 | $357K | Buy |
14,478
+250
| +2% | +$8.05K | 0.03% | 305 |
|
|
2019
Q4 | $511K | Buy |
14,228
+229
| +2% | +$7.67K | 0.05% | 243 |
|
|
2019
Q3 | $441K | Buy |
13,999
+4,247
| +44% | +$128K | 0.05% | 256 |
|
|
2019
Q2 | $302K | Buy |
9,752
+235
| +2% | +$7.29K | 0.03% | 338 |
|
|
2019
Q1 | $302K | Sell |
9,517
-12,588
| -57% | -$391K | 0.04% | 311 |
|
|
2018
Q4 | $626K | Buy |
22,105
+579
| +3% | +$17.6K | 0.1% | 162 |
|
|
2018
Q3 | $630K | Buy |
21,526
+12,779
| +146% | +$373K | 0.1% | 163 |
|
|
2018
Q2 | $250K | Buy |
+8,747
| New | +$242K | 0.04% | 296 |
|
|
2018
Q1 | – | Sell |
-9,255
| Closed | -$286K | – | 342 |
|
|
2017
Q4 | $286K | Buy |
9,255
+3
| +0% | +$108 | 0.06% | 244 |
|
|
2017
Q3 | $351K | Buy |
9,252
+3
| +0% | +$116 | 0.08% | 200 |
|
|
2017
Q2 | $358K | Sell |
9,249
-86
| -0.9% | -$3.33K | 0.08% | 197 |
|
|
2017
Q1 | $349K | Buy |
9,335
+312
| +3% | +$11.2K | 0.1% | 176 |
|
|
2016
Q4 | $307K | Sell |
9,023
-1,101
| -11% | -$36.9K | 0.1% | 161 |
|
|
2016
Q3 | $350K | Buy |
+10,124
| New | +$364K | 0.12% | 139 |
|
Other funds holding PPL
