Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-36,376
Closed -$1.35M 124
2024
Q2
$1.35M Buy
36,376
+3,498
+11% +$98.1K 0.17% 80
2024
Q1
$1.16M Buy
+32,878
New +$875K 0.12% 138
2023
Q2
Sell
-22,684
Closed -$735K 161
2023
Q1
$735K Buy
+22,684
New +$642K 0.14% 107
2017
Q3
Sell
-5,470
Closed -$211K 347
2017
Q2
$211K Sell
5,470
-1,828
-25% -$70.7K 0.03% 357
2017
Q1
$273K Sell
7,298
-782
-10% -$28K 0.04% 323
2016
Q4
$275K Sell
8,080
-5,548
-41% -$186K 0.04% 326
2016
Q3
$471K Hold
13,628
0.07% 267
2016
Q2
$514K Sell
13,628
-2,358
-15% -$89.8K 0.09% 225
2016
Q1
$609K Buy
15,986
+2,354
+17% +$83.7K 0.1% 170
2015
Q4
$465K Buy
+13,632
New +$460K 0.07% 266
2015
Q2
Sell
-11,506
Closed -$361K 544
2015
Q1
$361K Buy
11,506
+1,113
+11% +$35.7K 0.05% 331
2014
Q4
$352K Buy
+10,393
New +$340K 0.05% 373
2014
Q1
Sell
-6,774
Closed -$190K 370
2013
Q4
$190K Buy
+6,774
New +$191K 0.05% 195

Other funds holding PPL