Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-9,364
Closed -$328K 549
2025
Q4
$328K Sell
9,364
-11,719
-56% -$423K 0.19% 227
2025
Q3
$783K Buy
21,083
+4,585
+28% +$165K 0.46% 33
2025
Q2
$559K Buy
+16,498
New +$574K 0.31% 100
2024
Q3
Sell
-17,033
Closed -$471K 605
2024
Q2
$471K Buy
17,033
+7,739
+83% +$217K 0.28% 132
2024
Q1
$256K Buy
+9,294
New +$247K 0.15% 306
2023
Q3
Sell
-13,031
Closed -$345K 580
2023
Q2
$345K Sell
13,031
-1,972
-13% -$54.4K 0.23% 173
2023
Q1
$417K Buy
+15,003
New +$425K 0.27% 138
2022
Q2
Sell
-12,333
Closed -$352K 527
2022
Q1
$352K Buy
12,333
+4,912
+66% +$139K 0.29% 155
2021
Q4
$223K Buy
+7,421
New +$214K 0.36% 151

Other funds holding PPL