Crewe 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 | $241K | Buy |
7,113
+59
| +0.8% | +$2K | 0.03% | 136 |
|
|
2025
Q1 | $255K | Buy |
7,054
+15
| +0.2% | +$542 | 0.04% | 124 |
|
|
2024
Q4 | $228K | Buy |
7,039
+1,718
| +32% | +$55.8K | 0.03% | 134 |
|
|
2024
Q3 | $176K | Buy |
5,321
+23
| +0.4% | +$761 | 0.02% | 162 |
|
|
2024
Q2 | $146K | Buy |
5,298
+1,012
| +24% | +$28K | 0.02% | 216 |
|
|
2024
Q1 | $118K | Buy |
+4,286
| New | +$118K | 0.01% | 249 |
|
|
2023
Q3 | – | Sell |
-5,334
| Closed | -$141K | – | 846 |
|
|
2023
Q2 | $141K | Buy |
5,334
+33
| +0.6% | +$873 | 0.02% | 170 |
|
|
2023
Q1 | $147K | Sell |
5,301
-795
| -13% | -$22.1K | 0.02% | 185 |
|
|
2022
Q4 | $178K | Buy |
6,096
+92
| +2% | +$2.69K | 0.03% | 164 |
|
|
2022
Q3 | $152K | Buy |
6,004
+276
| +5% | +$6.99K | 0.03% | 175 |
|
|
2022
Q2 | $155K | Buy |
5,728
+514
| +10% | +$13.9K | 0.03% | 163 |
|
|
2022
Q1 | $149K | Buy |
5,214
+50
| +1% | +$1.43K | 0.03% | 139 |
|
|
2021
Q4 | $155K | Buy |
5,164
+53
| +1% | +$1.59K | 0.03% | 108 |
|
|
2021
Q3 | $142K | Hold |
5,111
| – | – | 0.03% | 91 |
|
|
2021
Q2 | $143K | Hold |
5,111
| – | – | 0.04% | 91 |
|
|
2021
Q1 | $147K | Hold |
5,111
| – | – | 0.04% | 77 |
|
|
2020
Q4 | $144K | Sell |
5,111
-45
| -0.9% | -$1.27K | 0.06% | 74 |
|
|
2020
Q3 | $140K | Buy |
5,156
+45
| +0.9% | +$1.22K | 0.07% | 64 |
|
|
2020
Q2 | $132K | Buy |
5,111
+492
| +11% | +$12.7K | 0.06% | 62 |
|
|
2020
Q1 | $114K | Sell |
4,619
-148
| -3% | -$3.65K | 0.07% | 55 |
|
|
2019
Q4 | $171K | Buy |
4,767
+148
| +3% | +$5.31K | 0.07% | 56 |
|
|
2019
Q3 | $145K | Buy |
4,619
+300
| +7% | +$9.42K | 0.07% | 64 |
|
|
2019
Q2 | $134K | Hold |
4,319
| – | – | 0.04% | 99 |
|
|
2019
Q1 | $137K | Hold |
4,319
| – | – | 0.04% | 71 |
|
|
2018
Q4 | $122K | Hold |
4,319
| – | – | 0.04% | 68 |
|
|
2018
Q3 | $126K | Buy |
4,319
+319
| +8% | +$9.31K | 0.11% | 73 |
|
|
2018
Q2 | $114K | Hold |
4,000
| – | – | 0.11% | 76 |
|
|
2018
Q1 | $113K | Sell |
4,000
-304
| -7% | -$8.59K | 0.11% | 75 |
|
|
2017
Q4 | $133K | Buy |
+4,304
| New | +$133K | 0.13% | 65 |
|