OneDigital Investment 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 | $463K | Buy |
13,648
+1,015
| +8% | +$34.4K | 0.01% | 932 |
|
|
2025
Q1 | $456K | Buy |
12,633
+3,015
| +31% | +$109K | 0.01% | 893 |
|
|
2024
Q4 | $312K | Buy |
9,618
+1,387
| +17% | +$45K | ﹤0.01% | 1114 |
|
|
2024
Q3 | $272K | Buy |
8,231
+936
| +13% | +$31K | ﹤0.01% | 1207 |
|
|
2024
Q2 | $202K | Buy |
+7,295
| New | +$202K | ﹤0.01% | 1299 |
|
|
2023
Q3 | – | Sell |
-8,046
| Closed | -$213K | – | 1032 |
|
|
2023
Q2 | $213K | Sell |
8,046
-486
| -6% | -$12.9K | ﹤0.01% | 939 |
|
|
2023
Q1 | $237K | Buy |
8,532
+1,101
| +15% | +$30.6K | 0.01% | 850 |
|
|
2022
Q4 | $217K | Buy |
+7,431
| New | +$217K | 0.01% | 751 |
|
|
2019
Q3 | – | Sell |
-540
| Closed | -$17K | – | 964 |
|
|
2019
Q2 | $17K | Sell |
540
-701
| -56% | -$22.1K | ﹤0.01% | 840 |
|
|
2019
Q1 | $39K | Buy |
1,241
+701
| +130% | +$22K | 0.01% | 541 |
|
|
2018
Q4 | $15K | Buy |
+540
| New | +$15K | ﹤0.01% | 765 |
|
|
2018
Q3 | – | Sell |
-440
| Closed | -$13K | – | 1159 |
|
|
2018
Q2 | $13K | Hold |
440
| – | – | ﹤0.01% | 969 |
|
|
2018
Q1 | $12K | Sell |
440
-692
| -61% | -$18.9K | ﹤0.01% | 987 |
|
|
2017
Q4 | $35K | Hold |
1,132
| – | – | ﹤0.01% | 611 |
|
|
2017
Q3 | $43K | Sell |
1,132
-367
| -24% | -$13.9K | 0.02% | 423 |
|
|
2017
Q2 | $58K | Buy |
+1,499
| New | +$58K | 0.02% | 429 |
|