Geneos Wealth Management’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 | $215K | Sell |
6,352
-8,157
| -56% | -$276K | 0.01% | 962 |
|
|
2025
Q1 | $524K | Buy |
14,509
+9,609
| +196% | +$347K | 0.01% | 874 |
|
|
2024
Q4 | $159K | Buy |
4,900
+243
| +5% | +$7.89K | 0.01% | 921 |
|
|
2024
Q3 | $154K | Buy |
4,657
+774
| +20% | +$25.6K | 0.01% | 845 |
|
|
2024
Q2 | $107K | Buy |
3,883
+10
| +0.3% | +$277 | ﹤0.01% | 850 |
|
|
2024
Q1 | $107K | Sell |
3,873
-67
| -2% | -$1.84K | ﹤0.01% | 831 |
|
|
2023
Q4 | $107K | Sell |
3,940
-1,555
| -28% | -$42.1K | 0.01% | 820 |
|
|
2023
Q3 | $129K | Buy |
5,495
+9
| +0.2% | +$212 | 0.01% | 797 |
|
|
2023
Q2 | $145K | Buy |
5,486
+2,218
| +68% | +$58.7K | 0.01% | 764 |
|
|
2023
Q1 | $90.8K | Sell |
3,268
-1,976
| -38% | -$54.9K | 0.01% | 874 |
|
|
2022
Q4 | $153K | Sell |
5,244
-794
| -13% | -$23.2K | 0.01% | 712 |
|
|
2022
Q3 | $153K | Sell |
6,038
-38,774
| -87% | -$983K | 0.01% | 679 |
|
|
2022
Q2 | $1.24M | Buy |
44,812
+48
| +0.1% | +$1.33K | 0.06% | 275 |
|
|
2022
Q1 | $1.28M | Sell |
44,764
-357
| -0.8% | -$10.2K | 0.05% | 292 |
|
|
2021
Q4 | $1.36M | Buy |
45,121
+660
| +1% | +$19.8K | 0.05% | 319 |
|
|
2021
Q3 | $1.24M | Sell |
44,461
-897
| -2% | -$25.1K | 0.05% | 326 |
|
|
2021
Q2 | $1.28M | Buy |
45,358
+927
| +2% | +$26.2K | 0.05% | 304 |
|
|
2021
Q1 | $1.29M | Sell |
44,431
-1,026
| -2% | -$29.9K | 0.04% | 358 |
|
|
2020
Q4 | $1.33M | Buy |
45,457
+4,282
| +10% | +$125K | 0.05% | 289 |
|
|
2020
Q3 | $1.09M | Buy |
41,175
+936
| +2% | +$24.8K | 0.06% | 276 |
|
|
2020
Q2 | $1.01M | Buy |
40,239
+1,850
| +5% | +$46.3K | 0.06% | 284 |
|
|
2020
Q1 | $975K | Sell |
38,389
-1,615
| -4% | -$41K | 0.07% | 260 |
|
|
2019
Q4 | $1.42M | Buy |
40,004
+2,691
| +7% | +$95.5K | 0.08% | 251 |
|
|
2019
Q3 | $1.2M | Buy |
37,313
+2,149
| +6% | +$69K | 0.07% | 245 |
|
|
2019
Q2 | $1.09M | Buy |
35,164
+294
| +0.8% | +$9.11K | 0.07% | 261 |
|
|
2019
Q1 | $1.11M | Sell |
34,870
-811
| -2% | -$25.7K | 0.07% | 259 |
|
|
2018
Q4 | $1.01M | Buy |
35,681
+4,710
| +15% | +$133K | 0.07% | 253 |
|
|
2018
Q3 | $906K | Buy |
30,971
+2,048
| +7% | +$59.9K | 0.06% | 279 |
|
|
2018
Q2 | $825K | Buy |
28,923
+83
| +0.3% | +$2.37K | 0.06% | 254 |
|
|
2018
Q1 | $815K | Sell |
28,840
-538
| -2% | -$15.2K | 0.07% | 241 |
|
|
2017
Q4 | $909K | Buy |
29,378
+35
| +0.1% | +$1.08K | 0.08% | 221 |
|
|
2017
Q3 | $1.11M | Buy |
29,343
+494
| +2% | +$18.7K | 0.11% | 179 |
|
|
2017
Q2 | $1.12M | Sell |
28,849
-105
| -0.4% | -$4.06K | 0.11% | 170 |
|
|
2017
Q1 | $1.08M | Buy |
28,954
+837
| +3% | +$31.3K | 0.11% | 168 |
|
|
2016
Q4 | $957K | Sell |
28,117
-6,106
| -18% | -$208K | 0.13% | 165 |
|
|
2016
Q3 | $1.18M | Sell |
34,223
-976
| -3% | -$33.7K | 0.16% | 137 |
|
|
2016
Q2 | $1.32M | Sell |
35,199
-2,001
| -5% | -$75.2K | 0.19% | 118 |
|
|
2016
Q1 | $1.42M | Buy |
+37,200
| New | +$1.42M | 0.22% | 114 |
|