JFS 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 | $64.9K | Sell |
1,916
-201
| -9% | -$6.81K | ﹤0.01% | 432 |
|
|
2025
Q1 | $76.5K | Sell |
2,117
-44
| -2% | -$1.59K | 0.01% | 403 |
|
|
2024
Q4 | $70.1K | Buy |
2,161
+17
| +0.8% | +$552 | ﹤0.01% | 403 |
|
|
2024
Q3 | $70.9K | Buy |
2,144
+39
| +2% | +$1.29K | ﹤0.01% | 414 |
|
|
2024
Q2 | $58.2K | Buy |
2,105
+859
| +69% | +$23.8K | ﹤0.01% | 393 |
|
|
2024
Q1 | $34.3K | Buy |
1,246
+7
| +0.6% | +$193 | ﹤0.01% | 510 |
|
|
2023
Q4 | $33.6K | Buy |
1,239
+135
| +12% | +$3.66K | ﹤0.01% | 479 |
|
|
2023
Q3 | $26K | Sell |
1,104
-957
| -46% | -$22.5K | ﹤0.01% | 487 |
|
|
2023
Q2 | $54.5K | Buy |
2,061
+39
| +2% | +$1.03K | ﹤0.01% | 362 |
|
|
2023
Q1 | $56.2K | Sell |
2,022
-1,414
| -41% | -$39.3K | 0.01% | 354 |
|
|
2022
Q4 | $100K | Sell |
3,436
-497
| -13% | -$14.5K | 0.01% | 277 |
|
|
2022
Q3 | $100K | Sell |
3,933
-2
| -0.1% | -$51 | 0.01% | 282 |
|
|
2022
Q2 | $107K | Buy |
3,935
+82
| +2% | +$2.23K | 0.01% | 276 |
|
|
2022
Q1 | $110K | Buy |
3,853
+61
| +2% | +$1.74K | 0.01% | 287 |
|
|
2021
Q4 | $114K | Buy |
3,792
+153
| +4% | +$4.6K | 0.01% | 286 |
|
|
2021
Q3 | $101K | Sell |
3,639
-528
| -13% | -$14.7K | 0.01% | 308 |
|
|
2021
Q2 | $117K | Sell |
4,167
-1,190
| -22% | -$33.4K | 0.02% | 206 |
|
|
2021
Q1 | $154K | Buy |
5,357
+11
| +0.2% | +$316 | 0.03% | 162 |
|
|
2020
Q4 | $151K | Sell |
5,346
-236
| -4% | -$6.67K | 0.03% | 157 |
|
|
2020
Q3 | $152K | Buy |
5,582
+22
| +0.4% | +$599 | 0.04% | 150 |
|
|
2020
Q2 | $144K | Buy |
5,560
+224
| +4% | +$5.8K | 0.04% | 152 |
|
|
2020
Q1 | $132K | Buy |
5,336
+990
| +23% | +$24.5K | 0.04% | 150 |
|
|
2019
Q4 | $156K | Buy |
4,346
+18
| +0.4% | +$646 | 0.04% | 154 |
|
|
2019
Q3 | $136K | Buy |
4,328
+42
| +1% | +$1.32K | 0.03% | 162 |
|
|
2019
Q2 | $133K | Buy |
4,286
+17
| +0.4% | +$528 | 0.03% | 162 |
|
|
2019
Q1 | $135K | Buy |
4,269
+266
| +7% | +$8.41K | 0.04% | 161 |
|
|
2018
Q4 | $113K | Sell |
4,003
-1,406
| -26% | -$39.7K | 0.03% | 165 |
|
|
2018
Q3 | $158K | Buy |
5,409
+140
| +3% | +$4.09K | 0.04% | 157 |
|
|
2018
Q2 | $150K | Buy |
5,269
+8
| +0.2% | +$228 | 0.04% | 158 |
|
|
2018
Q1 | $149K | Buy |
5,261
+8
| +0.2% | +$227 | 0.04% | 160 |
|
|
2017
Q4 | $163K | Buy |
5,253
+1,289
| +33% | +$40K | 0.04% | 155 |
|
|
2017
Q3 | $150K | Buy |
3,964
+1,795
| +83% | +$67.9K | 0.04% | 158 |
|
|
2017
Q2 | $84K | Sell |
2,169
-548
| -20% | -$21.2K | 0.02% | 183 |
|
|
2017
Q1 | $93K | Hold |
2,717
| – | – | 0.03% | 174 |
|
|
2016
Q4 | $93K | Sell |
2,717
-694
| -20% | -$23.8K | 0.03% | 174 |
|
|
2016
Q3 | $118K | Sell |
3,411
-2,301
| -40% | -$79.6K | 0.03% | 169 |
|
|
2016
Q2 | $216K | Buy |
5,712
+16
| +0.3% | +$605 | 0.06% | 146 |
|
|
2016
Q1 | $217K | Sell |
5,696
-670
| -11% | -$25.5K | 0.06% | 125 |
|
|
2015
Q4 | $217K | Buy |
6,366
+1,050
| +20% | +$35.8K | 0.06% | 127 |
|
|
2015
Q3 | $175K | Sell |
5,316
-1,051
| -17% | -$34.6K | 0.08% | 113 |
|
|
2015
Q2 | $188K | Sell |
6,367
-450
| -7% | -$13.3K | 0.1% | 97 |
|
|
2015
Q1 | $214K | Buy |
6,817
+1,170
| +21% | +$36.7K | 0.1% | 87 |
|
|
2014
Q4 | $191K | Sell |
5,647
-336
| -6% | -$11.4K | 0.03% | 91 |
|
|
2014
Q3 | $183K | Buy |
5,983
+255
| +4% | +$7.8K | 0.03% | 85 |
|
|
2014
Q2 | $190K | Buy |
+5,728
| New | +$190K | 0.03% | 90 |
|
|
2014
Q1 | – | Sell |
-9,761
| Closed | -$274K | – | 125 |
|
|
2013
Q4 | $274K | Buy |
+9,761
| New | +$274K | 0.12% | 100 |
|