EP Wealth Advisors’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
31,955
+22,564
| +240% | +$765K | 0.01% | 542 |
|
|
2025
Q1 | $339K | Buy |
9,391
+2,114
| +29% | +$76.3K | ﹤0.01% | 856 |
|
|
2024
Q4 | $236K | Sell |
7,277
-555
| -7% | -$18K | ﹤0.01% | 984 |
|
|
2024
Q3 | $259K | Sell |
7,832
-2,919
| -27% | -$96.6K | ﹤0.01% | 922 |
|
|
2024
Q2 | $297K | Buy |
10,751
+735
| +7% | +$20.3K | ﹤0.01% | 658 |
|
|
2024
Q1 | $276K | Sell |
10,016
-1,362
| -12% | -$37.5K | ﹤0.01% | 654 |
|
|
2023
Q4 | $308K | Buy |
11,378
+1,033
| +10% | +$28K | ﹤0.01% | 607 |
|
|
2023
Q3 | $244K | Buy |
10,345
+345
| +3% | +$8.13K | ﹤0.01% | 608 |
|
|
2023
Q2 | $274K | Buy |
10,000
+6,738
| +207% | +$185K | ﹤0.01% | 581 |
|
|
2023
Q1 | $436K | Sell |
3,262
-8,070
| -71% | -$1.08M | 0.01% | 425 |
|
|
2022
Q4 | $331K | Buy |
+11,332
| New | +$331K | 0.01% | 451 |
|
|
2021
Q3 | – | Sell |
-9,952
| Closed | -$278K | – | 554 |
|
|
2021
Q2 | $278K | Sell |
9,952
-2,565
| -20% | -$71.7K | 0.01% | 456 |
|
|
2021
Q1 | $361K | Sell |
12,517
-570
| -4% | -$16.4K | 0.01% | 373 |
|
|
2020
Q4 | $369K | Sell |
13,087
-2,537
| -16% | -$71.5K | 0.01% | 317 |
|
|
2020
Q3 | $425K | Sell |
15,624
-2,611
| -14% | -$71K | 0.02% | 246 |
|
|
2020
Q2 | $471K | Sell |
18,235
-3,286
| -15% | -$84.9K | 0.02% | 246 |
|
|
2020
Q1 | $531K | Sell |
21,521
-1,003
| -4% | -$24.7K | 0.03% | 246 |
|
|
2019
Q4 | $808K | Sell |
22,524
-752
| -3% | -$27K | 0.03% | 216 |
|
|
2019
Q3 | $733K | Buy |
23,276
+1,177
| +5% | +$37.1K | 0.04% | 193 |
|
|
2019
Q2 | $685K | Sell |
22,099
-69
| -0.3% | -$2.14K | 0.04% | 167 |
|
|
2019
Q1 | $704K | Buy |
22,168
+842
| +4% | +$26.7K | 0.07% | 140 |
|
|
2018
Q4 | $604K | Sell |
21,326
-943
| -4% | -$26.7K | 0.05% | 163 |
|
|
2018
Q3 | $652K | Buy |
+22,269
| New | +$652K | 0.05% | 158 |
|