Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5K Hold
130
﹤0.01% 1095
2025
Q4
$4.59K Buy
+130
New +$4.69K ﹤0.01% 958
2023
Q4
Sell
-25
Closed -$589 976
2023
Q3
$589 Hold
25
﹤0.01% 869
2023
Q2
$662 Hold
25
﹤0.01% 818
2023
Q1
$695 Hold
25
﹤0.01% 801
2022
Q4
$730 Sell
25
-40
-62% -$1.1K ﹤0.01% 771
2022
Q3
$2K Hold
65
﹤0.01% 692
2022
Q2
$2K Buy
65
+39
+150% +$1.12K ﹤0.01% 639
2022
Q1
$1K Buy
+26
New +$733 ﹤0.01% 729
2021
Q4
Sell
-86
Closed -$2K 511
2021
Q3
$2K Buy
+86
New +$2.48K ﹤0.01% 628
2018
Q1
Sell
-3,582
Closed -$111K 498
2017
Q4
$111K Sell
3,582
-150
-4% -$5.39K 0.02% 159
2017
Q3
$142K Buy
3,732
+150
+4% +$5.8K 0.03% 143
2017
Q2
$138K Hold
3,582
0.03% 137
2017
Q1
$134K Sell
3,582
-2,321
-39% -$83K 0.03% 136
2016
Q4
$201K Hold
5,903
0.04% 89
2016
Q3
$204K Hold
5,903
0.05% 92
2016
Q2
$223K Hold
5,903
0.05% 89
2016
Q1
$225K Hold
5,903
0.06% 78
2015
Q4
$201K Buy
5,903
+26
+0.4% +$877 0.05% 84
2015
Q3
$193K Sell
5,877
-770
-12% -$24.1K 0.05% 91
2015
Q2
$196K Sell
6,647
-453
-6% -$14.2K 0.05% 92
2015
Q1
$223K Buy
7,100
+33
+0.5% +$1.06K 0.06% 80
2014
Q4
$239K Buy
7,067
+36
+0.5% +$1.18K 0.07% 77
2014
Q3
$215K Buy
7,031
+33
+0.5% +$1.03K 0.06% 80
2014
Q2
$232K Buy
6,998
+36
+0.5% +$1.14K 0.07% 75
2014
Q1
$215K Buy
6,962
+38
+0.5% +$1.1K 0.07% 79
2013
Q4
$229K Buy
6,924
+37
+0.5% +$1.04K 0.08% 72
2013
Q3
$228K Buy
6,887
+36
+0.5% +$1.03K 0.13% 70
2013
Q2
$227K Buy
+6,851
New +$198K 0.14% 64

Other funds holding PPL