SMC
PPL

Smith, Moore & Co’s PPL Corp PPL Stock Holding History

Smith, Moore & Co’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,205
Closed -$234K – 500
2024
Q4 		$234K Sell
7,205
-250
-3% -$8.23K 0.02% 424
2024
Q3 		$247K Hold
7,455
– – 0.02% 402
2024
Q2 		$206K Buy
+7,455
New +$209K 0.02% 424
2023
Q2 		– Sell
-7,243
Closed -$201K – 410
2023
Q1 		$201K Hold
7,243
– – 0.03% 368
2022
Q4 		$212K Buy
+7,243
New +$199K 0.03% 353
2022
Q2 		– Sell
-7,130
Closed -$204K – 421
2022
Q1 		$204K Hold
7,130
– – 0.03% 385
2021
Q4 		$214K Sell
7,130
-150
-2% -$4.33K 0.03% 379
2021
Q3 		$203K Hold
7,280
– – 0.03% 385
2021
Q2 		$204K Buy
+7,280
New +$210K 0.03% 379

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State Street
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Wellington Management Group
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return