Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.1M Buy
30,759
+562
+2% +$20.7K 0.02% 230
2025
Q4
$1.08M Buy
30,197
+105
+0.3% +$3.79K 0.02% 225
2025
Q3
$1.14M Sell
30,092
-523
-2% -$18.8K 0.03% 210
2025
Q2
$1.04M Buy
30,615
+248
+0.8% +$8.63K 0.03% 218
2025
Q1
$1.1M Buy
30,367
+372
+1% +$12.6K 0.03% 205
2024
Q4
$974K Sell
29,995
-5,748
-16% -$189K 0.03% 216
2024
Q3
$1.18M Buy
35,743
+1,419
+4% +$43.4K 0.04% 195
2024
Q2
$949K Buy
34,324
+294
+0.9% +$8.25K 0.03% 220
2024
Q1
$937K Buy
34,030
+147
+0.4% +$3.91K 0.03% 223
2023
Q4
$918K Buy
33,883
+312
+0.9% +$7.91K 0.04% 219
2023
Q3
$791K Buy
33,571
+61
+0.2% +$1.58K 0.03% 230
2023
Q2
$887K Sell
33,510
-8,250
-20% -$228K 0.04% 220
2023
Q1
$1.16M Sell
41,760
-41,602
-50% -$1.18M 0.05% 184
2022
Q4
$2.44M Buy
83,362
+61,310
+278% +$1.69M 0.07% 170
2022
Q3
$559K Sell
22,052
-20,576
-48% -$589K 0.04% 251
2022
Q2
$1.16M Buy
42,628
+13
+0% +$373 0.09% 145
2022
Q1
$1.22M Buy
42,615
+914
+2% +$25.8K 0.07% 185
2021
Q4
$1.25M Sell
41,701
-2,020
-5% -$58.3K 0.06% 189
2021
Q3
$1.22M Buy
43,721
+597
+1% +$17.2K 0.07% 182
2021
Q2
$1.21M Buy
43,124
+2,050
+5% +$59.2K 0.07% 184
2021
Q1
$1.19M Buy
41,074
+813
+2% +$22.8K 0.07% 175
2020
Q4
$1.14M Sell
40,261
-1,486
-4% -$42.2K 0.07% 179
2020
Q3
$1.14M Sell
41,747
-967
-2% -$26.1K 0.08% 159
2020
Q2
$1.1M Sell
42,714
-176
-0.4% -$4.58K 0.08% 154
2020
Q1
$1.06M Sell
42,890
-601
-1% -$19.4K 0.1% 132
2019
Q4
$1.56M Buy
43,491
+945
+2% +$31.7K 0.14% 121
2019
Q3
$1.34M Sell
42,546
-129
-0.3% -$3.9K 0.13% 120
2019
Q2
$1.32M Buy
42,675
+907
+2% +$28.1K 0.13% 125
2019
Q1
$1.33M Sell
41,768
-1,358
-3% -$42.2K 0.13% 126
2018
Q4
$1.22M Buy
43,126
+812
+2% +$24.7K 0.14% 123
2018
Q3
$1.24M Sell
42,314
-173
-0.4% -$5.05K 0.14% 112
2018
Q2
$1.21M Buy
42,487
+729
+2% +$20.2K 0.14% 112
2018
Q1
$1.18M Sell
41,758
-14,873
-26% -$443K 0.15% 106
2017
Q4
$1.75M Buy
56,631
+31,443
+125% +$1.13M 0.21% 89
2017
Q3
$956K Buy
25,188
+782
+3% +$30.2K 0.14% 101
2017
Q2
$944K Buy
+24,406
New +$944K 0.15% 100
2017
Q1
Sell
-22,901
Closed -$819K 389
2016
Q4
$780K Buy
22,901
+2,369
+12% +$79.5K 0.14% 114
2016
Q3
$710K Sell
20,532
-3,567
-15% -$128K 0.14% 112
2016
Q2
$910K Buy
24,099
+415
+2% +$15.8K 0.19% 85
2016
Q1
$902K Buy
23,684
+3,101
+15% +$110K 0.21% 77
2015
Q4
$702K Sell
20,583
-1,381
-6% -$46.6K 0.18% 87
2015
Q3
$722K Sell
21,964
-1,065
-5% -$33.3K 0.23% 60
2015
Q2
$679K Sell
23,029
-1,727
-7% -$54K 0.23% 69
2015
Q1
$776K Buy
24,756
+2,413
+11% +$77.5K 0.26% 61
2014
Q4
$756K Buy
22,343
+4,029
+22% +$132K 0.26% 67
2014
Q3
$560K Sell
18,314
-787
-4% -$24.6K 0.2% 77
2014
Q2
$632K Buy
19,101
+5,958
+45% +$188K 0.22% 69
2014
Q1
$406K Hold
13,143
0.15% 93
2013
Q4
$368K Hold
13,143
0.13% 102
2013
Q3
$372K Sell
13,143
-13,142
-50% -$377K 0.15% 97
2013
Q2
$740K Buy
+26,285
New +$760K 0.16% 94

Other funds holding PPL