Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-119
Closed -$3.9K 740
2024
Q4
$3.9K Sell
119
-53
-31% -$1.75K ﹤0.01% 750
2024
Q3
$5.73K Sell
172
-17
-9% -$520 ﹤0.01% 953
2024
Q2
$5.28K Hold
189
﹤0.01% 694
2024
Q1
$5.26K Sell
189
-28
-13% -$745 ﹤0.01% 716
2023
Q4
$5.88K Buy
217
+37
+21% +$938 ﹤0.01% 609
2023
Q3
$4.24K Sell
180
-24
-12% -$621 ﹤0.01% 696
2023
Q2
$5.4K Sell
204
-17
-8% -$469 ﹤0.01% 660
2023
Q1
$6.14K Sell
221
-48
-18% -$1.36K ﹤0.01% 647
2022
Q4
$7.86K Sell
269
-16
-6% -$440 ﹤0.01% 634
2022
Q3
$7K Hold
285
﹤0.01% 644
2022
Q2
$7.73K Buy
+285
New +$8.18K ﹤0.01% 684
2022
Q1
Hold
0
805
2021
Q4
Sell
-3,544
Closed -$102K 1241
2021
Q3
$100K Buy
3,544
+1,958
+123% +$56.5K 0.06% 244
2021
Q2
$45K Buy
+1,586
New +$45.8K 0.04% 368

Other funds holding PPL