Integrated Wealth Concepts’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
Sell
-7,038
Closed -$254K 1982
2025
Q1
$254K Sell
7,038
-1,863
-21% -$67.3K ﹤0.01% 1499
2024
Q4
$289K Buy
8,901
+499
+6% +$16.2K ﹤0.01% 1391
2024
Q3
$278K Sell
8,402
-537
-6% -$17.8K ﹤0.01% 1390
2024
Q2
$247K Buy
8,939
+195
+2% +$5.39K ﹤0.01% 1432
2024
Q1
$241K Buy
8,744
+76
+0.9% +$2.09K ﹤0.01% 1437
2023
Q4
$235K Sell
8,668
-10,277
-54% -$279K ﹤0.01% 1390
2023
Q3
$446K Buy
18,945
+1,940
+11% +$45.7K 0.01% 1027
2023
Q2
$450K Sell
17,005
-1,068
-6% -$28.3K 0.01% 1035
2023
Q1
$502K Buy
+18,073
New +$502K 0.01% 856