GeoWealth 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 | $658K | Buy |
19,415
+517
| +3% | +$17.5K | 0.03% | 346 |
|
2025
Q1 | $682K | Buy |
18,898
+5,529
| +41% | +$200K | 0.03% | 364 |
|
2024
Q4 | $434K | Sell |
13,369
-260
| -2% | -$8.44K | 0.01% | 506 |
|
2024
Q3 | $451K | Sell |
13,629
-534
| -4% | -$17.7K | 0.02% | 484 |
|
2024
Q2 | $392K | Buy |
14,163
+509
| +4% | +$14.1K | 0.02% | 501 |
|
2024
Q1 | $376K | Sell |
13,654
-2,896
| -17% | -$79.7K | 0.01% | 510 |
|
2023
Q4 | $449K | Buy |
16,550
+16,489
| +27,031% | +$447K | 0.04% | 351 |
|
2023
Q3 | $2K | Buy |
61
+1
| +2% | +$33 | ﹤0.01% | 474 |
|
2023
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 434 |
|
2023
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 373 |
|