Patriot Financial Group Insurance Agency’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,121
| Closed | -$30K | – | 1544 |
|
|
2022
Q2 | $30K | Hold |
1,121
| – | – | 0.01% | 893 |
|
|
2022
Q1 | $32K | Hold |
1,121
| – | – | 0.01% | 917 |
|
|
2021
Q4 | $34K | Sell |
1,121
-1,295
| -54% | -$39.3K | 0.01% | 1014 |
|
|
2021
Q3 | $67K | Buy |
2,416
+76
| +3% | +$2.11K | 0.01% | 769 |
|
|
2021
Q2 | $65K | Buy |
2,340
+17
| +0.7% | +$472 | 0.01% | 759 |
|
|
2021
Q1 | $67K | Buy |
2,323
+18
| +0.8% | +$519 | 0.02% | 675 |
|
|
2020
Q4 | $65K | Buy |
2,305
+1,094
| +90% | +$30.9K | 0.02% | 617 |
|
|
2020
Q3 | $33K | Hold |
1,211
| – | – | 0.01% | 645 |
|
|
2020
Q2 | $31K | Sell |
1,211
-3
| -0.2% | -$77 | 0.01% | 630 |
|
|
2020
Q1 | $30K | Sell |
1,214
-104
| -8% | -$2.57K | 0.01% | 566 |
|
|
2019
Q4 | $47K | Sell |
1,318
-21
| -2% | -$749 | 0.02% | 490 |
|
|
2019
Q3 | $42K | Buy |
1,339
+200
| +18% | +$6.27K | 0.02% | 473 |
|
|
2019
Q2 | $35K | Buy |
1,139
+110
| +11% | +$3.38K | 0.02% | 500 |
|
|
2019
Q1 | $33K | Buy |
1,029
+18
| +2% | +$577 | 0.02% | 450 |
|
|
2018
Q4 | $29K | Hold |
1,011
| – | – | 0.02% | 415 |
|
|
2018
Q3 | $30K | Buy |
1,011
+264
| +35% | +$7.83K | 0.02% | 400 |
|
|
2018
Q2 | $21K | Sell |
747
-175
| -19% | -$4.92K | 0.02% | 285 |
|
|
2018
Q1 | $26K | Sell |
922
-185
| -17% | -$5.22K | 0.02% | 423 |
|
|
2017
Q4 | $34K | Sell |
1,107
-134
| -11% | -$4.12K | 0.03% | 357 |
|
|
2017
Q3 | $46K | Buy |
1,241
+1
| +0.1% | +$37 | 0.04% | 270 |
|
|
2017
Q2 | $47K | Sell |
1,240
-1,081
| -47% | -$41K | 0.05% | 249 |
|
|
2017
Q1 | $87K | Sell |
2,321
-1,082
| -32% | -$40.6K | 0.09% | 162 |
|
|
2016
Q4 | $117K | Buy |
+3,403
| New | +$117K | 0.16% | 125 |
|