Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Buy
+5,997
New +$215K ﹤0.01% 885
2020
Q3
Sell
-12,283
Closed -$318K 1254
2020
Q2
$318K Sell
12,283
-22,348
-65% -$581K ﹤0.01% 568
2020
Q1
$857K Buy
34,631
+29,147
+531% +$939K 0.01% 393
2019
Q4
$195K Sell
5,484
-1,347
-20% -$45.1K ﹤0.01% 695
2019
Q3
$217K Sell
6,831
-86
-1% -$2.6K ﹤0.01% 638
2019
Q2
$216K Buy
6,917
+2,005
+41% +$62.2K ﹤0.01% 592
2019
Q1
$157K Sell
4,912
-140
-3% -$4.35K ﹤0.01% 625
2018
Q4
$143K Buy
5,052
+637
+14% +$19.4K ﹤0.01% 614
2018
Q3
$130K Buy
4,415
+66
+2% +$1.93K ﹤0.01% 667
2018
Q2
$125K Sell
4,349
-1,030
-19% -$28.5K ﹤0.01% 646
2018
Q1
$153K Sell
5,379
-1,382
-20% -$41.2K ﹤0.01% 613
2017
Q4
$209K Buy
+6,761
New +$243K ﹤0.01% 560
2017
Q2
Sell
-3,258
Closed -$122K 1031
2017
Q1
$122K Buy
3,258
+50
+2% +$1.79K ﹤0.01% 599
2016
Q4
$109K Buy
3,208
+1,123
+54% +$37.7K ﹤0.01% 602
2016
Q3
$72K Sell
2,085
-3,000
-59% -$108K ﹤0.01% 653
2016
Q2
$191K Sell
5,085
-816
-14% -$31.1K ﹤0.01% 477
2016
Q1
$225K Buy
5,901
+61
+1% +$2.17K 0.01% 456
2015
Q4
$200K Buy
5,840
+755
+15% +$25.5K ﹤0.01% 445
2015
Q3
$166K Hold
5,085
﹤0.01% 446
2015
Q2
$150K Sell
5,085
-1,357
-21% -$42.4K ﹤0.01% 457
2015
Q1
$201K Sell
6,442
-3,990
-38% -$128K 0.01% 447
2014
Q4
$352K Hold
10,432
0.01% 386
2014
Q3
$318K Hold
10,432
0.01% 382
2014
Q2
$345K Hold
10,432
0.01% 351
2014
Q1
$323K Buy
10,432
+1,074
+11% +$31.2K 0.01% 351
2013
Q4
$262K Sell
9,358
-644
-6% -$18.2K 0.01% 352
2013
Q3
$284K Hold
10,002
0.01% 346
2013
Q2
$281K Buy
+10,002
New +$289K 0.01% 340

Other funds holding PPL