SVWAG
Sound View Wealth Advisors Group’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
16,414
-730
| -4% | -$24.7K | 0.04% | 254 |
|
|
2025
Q1 | $619K | Sell |
17,144
-1,503
| -8% | -$54.3K | 0.05% | 229 |
|
|
2024
Q4 | $605K | Sell |
18,647
-444
| -2% | -$14.4K | 0.05% | 236 |
|
|
2024
Q3 | $632K | Hold |
19,091
| – | – | 0.05% | 234 |
|
|
2024
Q2 | $528K | Sell |
19,091
-1,219
| -6% | -$33.7K | 0.05% | 230 |
|
|
2024
Q1 | $559K | Sell |
20,310
-16,727
| -45% | -$460K | 0.06% | 224 |
|
|
2023
Q4 | $1M | Sell |
37,037
-345
| -0.9% | -$9.35K | 0.11% | 157 |
|
|
2023
Q3 | $881K | Buy |
37,382
+15,244
| +69% | +$359K | 0.11% | 160 |
|
|
2023
Q2 | $586K | Sell |
22,138
-2,199
| -9% | -$58.2K | 0.08% | 199 |
|
|
2023
Q1 | $676K | Sell |
24,337
-12,700
| -34% | -$353K | 0.09% | 183 |
|
|
2022
Q4 | $1M | Buy |
37,037
+16,044
| +76% | +$435K | 0.11% | 157 |
|
|
2022
Q3 | $532K | Buy |
20,993
+9
| +0% | +$228 | 0.12% | 153 |
|
|
2022
Q2 | $569K | Sell |
20,984
-193
| -0.9% | -$5.23K | 0.12% | 153 |
|
|
2022
Q1 | $605K | Sell |
21,177
-1,286
| -6% | -$36.7K | 0.12% | 155 |
|
|
2021
Q4 | $675K | Sell |
22,463
-7,144
| -24% | -$215K | 0.13% | 147 |
|
|
2021
Q3 | $825K | Buy |
29,607
+1,364
| +5% | +$38K | 0.17% | 130 |
|
|
2021
Q2 | $790K | Buy |
28,243
+213
| +0.8% | +$5.96K | 0.17% | 128 |
|
|
2021
Q1 | $808K | Sell |
28,030
-1,518
| -5% | -$43.8K | 0.19% | 116 |
|
|
2020
Q4 | $833K | Buy |
29,548
+251
| +0.9% | +$7.08K | 0.2% | 112 |
|
|
2020
Q3 | $797K | Sell |
29,297
-536
| -2% | -$14.6K | 0.21% | 110 |
|
|
2020
Q2 | $771K | Buy |
29,833
+6,809
| +30% | +$176K | 0.22% | 109 |
|
|
2020
Q1 | $568K | Buy |
23,024
+724
| +3% | +$17.9K | 0.2% | 110 |
|
|
2019
Q4 | $800K | Sell |
22,300
-1,498
| -6% | -$53.7K | 0.23% | 106 |
|
|
2019
Q3 | $749K | Sell |
23,798
-1,050
| -4% | -$33K | 0.22% | 107 |
|
|
2019
Q2 | $771K | Buy |
+24,848
| New | +$771K | 0.23% | 110 |
|