Plante Moran Financial 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
Q1 | – | Sell |
-15
| Closed | -$487 | – | 935 |
|
|
2024
Q4 | $487 | Hold |
15
| – | – | ﹤0.01% | 854 |
|
|
2024
Q3 | $496 | Buy |
+15
| New | +$496 | ﹤0.01% | 822 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 867 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 929 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 895 |
|
|
2022
Q1 | – | Sell |
-168
| Closed | -$5K | – | 965 |
|
|
2021
Q4 | $5K | Buy |
+168
| New | +$5K | ﹤0.01% | 822 |
|
|
2021
Q1 | – | Sell |
-45
| Closed | -$1K | – | 1108 |
|
|
2020
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 847 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 918 |
|
|
2018
Q2 | – | Sell |
-191
| Closed | -$5K | – | 932 |
|
|
2018
Q1 | $5K | Hold |
191
| – | – | ﹤0.01% | 726 |
|
|
2017
Q4 | $6K | Sell |
191
-1,360
| -88% | -$42.7K | ﹤0.01% | 683 |
|
|
2017
Q3 | $59K | Hold |
1,551
| – | – | 0.04% | 273 |
|
|
2017
Q2 | $60K | Sell |
1,551
-1,310
| -46% | -$50.7K | 0.04% | 273 |
|
|
2017
Q1 | $107K | Buy |
2,861
+409
| +17% | +$15.3K | 0.06% | 194 |
|
|
2016
Q4 | $83K | Sell |
2,452
-463
| -16% | -$15.7K | 0.05% | 240 |
|
|
2016
Q3 | $101K | Sell |
2,915
-37
| -1% | -$1.28K | 0.07% | 203 |
|
|
2016
Q2 | $111K | Buy |
2,952
+763
| +35% | +$28.7K | 0.08% | 170 |
|
|
2016
Q1 | $83K | Sell |
2,189
-321
| -13% | -$12.2K | 0.06% | 198 |
|
|
2015
Q4 | $86K | Hold |
2,510
| – | – | 0.06% | 209 |
|
|
2015
Q3 | $83K | Hold |
2,510
| – | – | 0.07% | 203 |
|
|
2015
Q2 | $74K | Sell |
2,510
-1,259
| -33% | -$37.1K | 0.05% | 233 |
|
|
2015
Q1 | $118K | Sell |
3,769
-44
| -1% | -$1.38K | 0.08% | 168 |
|
|
2014
Q4 | $129K | Buy |
3,813
+44
| +1% | +$1.49K | 0.09% | 155 |
|
|
2014
Q3 | $115K | Hold |
3,769
| – | – | 0.1% | 154 |
|
|
2014
Q2 | $125K | Buy |
3,769
+2,910
| +339% | +$96.5K | 0.11% | 127 |
|
|
2014
Q1 | $27K | Sell |
859
-569
| -40% | -$17.9K | 0.03% | 222 |
|
|
2013
Q4 | $40K | Buy |
1,428
+549
| +62% | +$15.4K | 0.02% | 264 |
|
|
2013
Q3 | $25K | Buy |
879
+20
| +2% | +$569 | 0.02% | 266 |
|
|
2013
Q2 | $24K | Buy |
+859
| New | +$24K | 0.02% | 235 |
|