JNBA Financial Advisors’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$2.71K | – | 720 |
|
|
2023
Q4 | $2.71K | Sell |
100
-234
| -70% | -$6.34K | ﹤0.01% | 590 |
|
|
2023
Q3 | $7.87K | Buy |
+334
| New | +$7.87K | ﹤0.01% | 491 |
|
|
2023
Q2 | – | Sell |
-333
| Closed | -$9.26K | – | 744 |
|
|
2023
Q1 | $9.26K | Buy |
+333
| New | +$9.26K | ﹤0.01% | 493 |
|
|
2022
Q1 | – | Sell |
-89
| Closed | -$3K | – | 808 |
|
|
2021
Q4 | $3K | Hold |
89
| – | – | ﹤0.01% | 705 |
|
|
2021
Q3 | $2K | Hold |
89
| – | – | ﹤0.01% | 679 |
|
|
2021
Q2 | $2K | Hold |
89
| – | – | ﹤0.01% | 632 |
|
|
2021
Q1 | $3K | Hold |
89
| – | – | ﹤0.01% | 578 |
|
|
2020
Q4 | $2K | Hold |
89
| – | – | ﹤0.01% | 564 |
|
|
2020
Q3 | $2K | Hold |
89
| – | – | ﹤0.01% | 527 |
|
|
2020
Q2 | $2K | Hold |
89
| – | – | ﹤0.01% | 515 |
|
|
2020
Q1 | $2K | Hold |
89
| – | – | ﹤0.01% | 509 |
|
|
2019
Q4 | $3K | Hold |
89
| – | – | ﹤0.01% | 535 |
|
|
2019
Q3 | $3K | Hold |
89
| – | – | ﹤0.01% | 523 |
|
|
2019
Q2 | $3K | Hold |
89
| – | – | ﹤0.01% | 573 |
|
|
2019
Q1 | $3K | Sell |
89
-149
| -63% | -$5.02K | ﹤0.01% | 492 |
|
|
2018
Q4 | $7K | Sell |
238
-1,877
| -89% | -$55.2K | ﹤0.01% | 409 |
|
|
2018
Q3 | $62K | Buy |
2,115
+2,026
| +2,276% | +$59.4K | 0.03% | 212 |
|
|
2018
Q2 | $3K | Hold |
89
| – | – | ﹤0.01% | 478 |
|
|
2018
Q1 | $3K | Hold |
89
| – | – | ﹤0.01% | 448 |
|
|
2017
Q4 | $3K | Hold |
89
| – | – | ﹤0.01% | 434 |
|
|
2017
Q3 | $3K | Buy |
89
+1
| +1% | +$34 | ﹤0.01% | 426 |
|
|
2017
Q2 | $3K | Buy |
88
+1
| +1% | +$34 | ﹤0.01% | 412 |
|
|
2017
Q1 | $3K | Buy |
87
+1
| +1% | +$34 | ﹤0.01% | 421 |
|
|
2016
Q4 | $3K | Sell |
86
-6,972
| -99% | -$243K | ﹤0.01% | 440 |
|
|
2016
Q3 | $244K | Buy |
7,058
+6,974
| +8,302% | +$241K | 0.04% | 192 |
|
|
2016
Q2 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 448 |
|