EverSource Wealth 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 | $159K | Buy |
4,695
+1,848
| +65% | +$62.6K | 0.01% | 964 |
|
|
2025
Q1 | $103K | Buy |
2,847
+775
| +37% | +$28K | 0.01% | 896 |
|
|
2024
Q4 | $67.3K | Buy |
2,072
+846
| +69% | +$27.5K | ﹤0.01% | 1055 |
|
|
2024
Q3 | $40.6K | Buy |
1,226
+83
| +7% | +$2.75K | ﹤0.01% | 1153 |
|
|
2024
Q2 | $34K | Sell |
1,143
-18
| -2% | -$535 | ﹤0.01% | 1269 |
|
|
2024
Q1 | $31.9K | Sell |
1,161
-346
| -23% | -$9.5K | ﹤0.01% | 1165 |
|
|
2023
Q4 | $40.8K | Buy |
1,507
+480
| +47% | +$13K | ﹤0.01% | 977 |
|
|
2023
Q3 | $24.2K | Sell |
1,027
-350
| -25% | -$8.25K | ﹤0.01% | 1056 |
|
|
2023
Q2 | $36.4K | Buy |
1,377
+625
| +83% | +$16.5K | ﹤0.01% | 957 |
|
|
2023
Q1 | $20.9K | Sell |
752
-26
| -3% | -$723 | ﹤0.01% | 1069 |
|
|
2022
Q4 | $22.7K | Buy |
778
+128
| +20% | +$3.74K | ﹤0.01% | 1024 |
|
|
2022
Q3 | $17K | Sell |
650
-104
| -14% | -$2.72K | ﹤0.01% | 965 |
|
|
2022
Q2 | $20K | Buy |
754
+331
| +78% | +$8.78K | 0.01% | 830 |
|
|
2022
Q1 | $12K | Sell |
423
-11
| -3% | -$312 | ﹤0.01% | 914 |
|
|
2021
Q4 | $13K | Buy |
+434
| New | +$13K | ﹤0.01% | 862 |
|