RFA
Reilly Financial Advisors’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $30K | Hold |
990
| – | – | ﹤0.01% | 495 |
|
|
2021
Q3 | $28K | Hold |
990
| – | – | ﹤0.01% | 472 |
|
|
2021
Q2 | $28K | Sell |
990
-737
| -43% | -$20.8K | ﹤0.01% | 473 |
|
|
2021
Q1 | $50K | Hold |
1,727
| – | – | ﹤0.01% | 364 |
|
|
2020
Q4 | $49K | Hold |
1,727
| – | – | ﹤0.01% | 341 |
|
|
2020
Q3 | $47K | Sell |
1,727
-1,725
| -50% | -$46.9K | 0.01% | 312 |
|
|
2020
Q2 | $89K | Sell |
3,452
-329,627
| -99% | -$8.5M | 0.01% | 241 |
|
|
2020
Q1 | $8.22M | Buy |
333,079
+282,954
| +564% | +$6.98M | 1.19% | 40 |
|
|
2019
Q4 | $1.8M | Buy |
50,125
+16,690
| +50% | +$599K | 0.2% | 81 |
|
|
2019
Q3 | $1.05M | Buy |
33,435
+32,005
| +2,238% | +$1.01M | 0.13% | 108 |
|
|
2019
Q2 | $44K | Sell |
1,430
-635
| -31% | -$19.5K | 0.01% | 377 |
|
|
2019
Q1 | $66K | Sell |
2,065
-55
| -3% | -$1.76K | 0.01% | 296 |
|
|
2018
Q4 | $60K | Buy |
2,120
+600
| +39% | +$17K | 0.01% | 295 |
|
|
2018
Q3 | $44K | Hold |
1,520
| – | – | 0.01% | 386 |
|
|
2018
Q2 | $43K | Sell |
1,520
-500
| -25% | -$14.1K | 0.01% | 336 |
|
|
2018
Q1 | $57K | Sell |
2,020
-323
| -14% | -$9.11K | 0.01% | 287 |
|
|
2017
Q4 | $73K | Hold |
2,343
| – | – | 0.01% | 271 |
|
|
2017
Q3 | $89K | Hold |
2,343
| – | – | 0.01% | 228 |
|
|
2017
Q2 | $91K | Buy |
2,343
+500
| +27% | +$19.4K | 0.01% | 226 |
|
|
2017
Q1 | $69K | Buy |
1,843
+268
| +17% | +$10K | 0.01% | 248 |
|
|
2016
Q4 | $54K | Hold |
1,575
| – | – | 0.01% | 263 |
|
|
2016
Q3 | $54K | Hold |
1,575
| – | – | 0.01% | 254 |
|
|
2016
Q2 | $59K | Sell |
1,575
-110
| -7% | -$4.12K | 0.01% | 242 |
|
|
2016
Q1 | $64K | Sell |
1,685
-375
| -18% | -$14.2K | 0.01% | 255 |
|
|
2015
Q4 | $70K | Sell |
2,060
-1,835
| -47% | -$62.4K | 0.01% | 254 |
|
|
2015
Q3 | $128K | Sell |
3,895
-325
| -8% | -$10.7K | 0.02% | 221 |
|
|
2015
Q2 | $124K | Sell |
4,220
-17,330
| -80% | -$509K | 0.02% | 249 |
|
|
2015
Q1 | $725K | Buy |
21,550
+5,800
| +37% | +$195K | 0.13% | 88 |
|
|
2014
Q4 | $572K | Buy |
15,750
+4,580
| +41% | +$166K | 0.14% | 69 |
|
|
2014
Q3 | $367K | Buy |
11,170
+5,050
| +83% | +$166K | 0.09% | 85 |
|
|
2014
Q2 | $215K | Buy |
6,120
+1,605
| +36% | +$56.4K | 0.05% | 108 |
|
|
2014
Q1 | $150K | Buy |
4,515
+3,587
| +387% | +$119K | 0.04% | 136 |
|
|
2013
Q4 | $28K | Buy |
+928
| New | +$28K | 0.01% | 335 |
|