Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.53K Sell
40
-4,874
-99% -$180K ﹤0.01% 1206
2025
Q4
$172K Buy
+4,914
New +$177K 0.03% 297
2025
Q1
Sell
-136
Closed -$4.42K 1946
2024
Q4
$4.42K Sell
136
-14,842
-99% -$489K ﹤0.01% 1383
2024
Q3
$495K Buy
14,978
+14,456
+2,769% +$442K 0.15% 163
2024
Q2
$14.4K Buy
522
+450
+625% +$12.6K 0.01% 1200
2024
Q1
$1.98K Sell
72
-885
-92% -$23.6K ﹤0.01% 1498
2023
Q4
$25.9K Buy
+957
New +$24.3K 0.01% 623
2023
Q3
Sell
-816
Closed -$21.6K 1338
2023
Q2
$21.6K Buy
816
+501
+159% +$13.8K 0.01% 559
2023
Q1
$8.75K Buy
315
+108
+52% +$3.06K ﹤0.01% 856
2022
Q4
$6.05K Buy
+207
New +$5.69K 0.01% 768

Other funds holding PPL