Montag & Associates’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
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|
2025
Q1 | $186K | Hold |
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|
2024
Q4 | $167K | Hold |
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|
2024
Q3 | $170K | Hold |
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|
2024
Q2 | $142K | Hold |
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|
2024
Q1 | $142K | Sell |
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|
2023
Q4 | $162K | Buy |
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|
2023
Q3 | $121K | Hold |
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|
2023
Q2 | $136K | Hold |
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|
2023
Q1 | $143K | Hold |
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|
2022
Q4 | $150K | Hold |
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|
2022
Q3 | $130K | Hold |
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|
2022
Q2 | $139K | Buy |
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|
2022
Q1 | $143K | Hold |
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|
2021
Q4 | $150K | Buy |
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|
2021
Q3 | $95K | Hold |
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|
2021
Q2 | $95K | Hold |
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|
2021
Q1 | $98K | Sell |
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|
2020
Q4 | $130K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $273K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $922K | Sell |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $1.18M | Hold |
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|
2017
Q2 | $1.21M | Buy |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $970K | Buy |
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|
2016
Q3 | $929K | Buy |
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|
2016
Q2 | $1.01M | Hold |
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|
2016
Q1 | $1.01M | Hold |
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|
2015
Q4 | $910K | Buy |
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|
2015
Q3 | $850K | Buy |
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|
2015
Q2 | $741K | Sell |
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|
2015
Q1 | $847K | Sell |
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|
2014
Q4 | $978K | Hold |
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|
2014
Q3 | $884K | Buy |
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|
2014
Q2 | $946K | Sell |
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|
2014
Q1 | $926K | Hold |
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|
2013
Q4 | $841K | Sell |
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|
2013
Q3 | $1.15M | Sell |
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|
2013
Q2 | $1.22M | Buy |
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