Caldwell Trust’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.4K | Hold |
2,548
|
|
||||
|
2025
Q1 | $92K | Hold |
2,548
|
|
||||
|
2024
Q4 | $82.7K | Sell |
2,548
-250
|
|
||||
|
2024
Q3 | $92.6K | Buy |
2,798
+410
|
|
||||
|
2024
Q2 | $66K | Hold |
2,388
|
|
||||
|
2024
Q1 | $65.7K | Hold |
2,388
|
|
||||
|
2023
Q4 | $64.7K | Hold |
2,388
|
|
||||
|
2023
Q3 | $56.3K | Sell |
2,388
-4,090
|
|
||||
|
2023
Q2 | $171K | Sell |
6,478
-175
|
|
||||
|
2023
Q1 | $185K | Sell |
6,653
-200
|
|
||||
|
2022
Q4 | $200K | Buy |
6,853
+675
|
|
||||
|
2022
Q3 | $157K | Sell |
6,178
-175
|
|
||||
|
2022
Q2 | $172K | Buy |
6,353
+3,590
|
|
||||
|
2022
Q1 | $78.9K | Hold |
2,763
|
|
||||
|
2021
Q4 | $83.1K | Sell |
2,763
-300
|
|
||||
|
2021
Q3 | $85.4K | Sell |
3,063
-600
|
|
||||
|
2021
Q2 | $102K | Hold |
3,663
|
|
||||
|
2021
Q1 | $106K | Buy |
3,663
+175
|
|
||||
|
2020
Q4 | $98.4K | Sell |
3,488
-150
|
|
||||
|
2020
Q3 | $99K | Hold |
3,638
|
|
||||
|
2020
Q2 | $94K | Sell |
3,638
-617
|
|
||||
|
2020
Q1 | $105K | Hold |
4,255
|
|
||||
|
2019
Q4 | $153K | Buy |
+4,255
|
|