CIA
Concurrent Investment Advisors’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
9,511
+870
| +10% | +$29.5K | 0.01% | 1027 |
|
|
2025
Q1 | $312K | Buy |
8,641
+1,078
| +14% | +$38.9K | 0.01% | 902 |
|
|
2024
Q4 | $245K | Buy |
7,563
+97
| +1% | +$3.15K | 0.01% | 894 |
|
|
2024
Q3 | $247K | Sell |
7,466
-463
| -6% | -$15.3K | 0.01% | 847 |
|
|
2024
Q2 | $219K | Sell |
7,929
-1,742
| -18% | -$48.2K | 0.01% | 834 |
|
|
2024
Q1 | $266K | Sell |
9,671
-652
| -6% | -$17.9K | 0.01% | 701 |
|
|
2023
Q4 | $280K | Buy |
+10,323
| New | +$280K | 0.01% | 669 |
|