United Capital Financial Advisors’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $423K | Sell |
12,489
-10
| -0.1% | -$339 | ﹤0.01% | 813 |
|
2025
Q1 | $451K | Buy |
12,499
+775
| +7% | +$28K | ﹤0.01% | 767 |
|
2024
Q4 | $381K | Buy |
11,724
+126
| +1% | +$4.09K | ﹤0.01% | 801 |
|
2024
Q3 | $384K | Sell |
11,598
-879
| -7% | -$29.1K | ﹤0.01% | 799 |
|
2024
Q2 | $345K | Buy |
12,477
+527
| +4% | +$14.6K | ﹤0.01% | 795 |
|
2024
Q1 | $329K | Buy |
11,950
+456
| +4% | +$12.6K | ﹤0.01% | 846 |
|
2023
Q4 | $311K | Buy |
+11,494
| New | +$311K | ﹤0.01% | 851 |
|
2023
Q2 | – | Sell |
-7,861
| Closed | -$218K | – | 950 |
|
2023
Q1 | $218K | Sell |
7,861
-5,421
| -41% | -$151K | ﹤0.01% | 901 |
|
2022
Q4 | $388K | Sell |
13,282
-1,820
| -12% | -$53.2K | ﹤0.01% | 805 |
|
2022
Q3 | $383K | Sell |
15,102
-5,011
| -25% | -$127K | ﹤0.01% | 832 |
|
2022
Q2 | $546K | Sell |
20,113
-3,331
| -14% | -$90.4K | ﹤0.01% | 774 |
|
2022
Q1 | $670K | Sell |
23,444
-4,455
| -16% | -$127K | ﹤0.01% | 766 |
|
2021
Q4 | $839K | Sell |
27,899
-1,835
| -6% | -$55.2K | ﹤0.01% | 722 |
|
2021
Q3 | $829K | Sell |
29,734
-8,466
| -22% | -$236K | ﹤0.01% | 724 |
|
2021
Q2 | $1.07M | Sell |
38,200
-1,993
| -5% | -$55.7K | 0.01% | 676 |
|
2021
Q1 | $1.16M | Sell |
40,193
-2,587
| -6% | -$74.6K | 0.01% | 627 |
|
2020
Q4 | $1.21M | Sell |
42,780
-1,655
| -4% | -$46.7K | 0.01% | 625 |
|
2020
Q3 | $1.21M | Buy |
44,435
+2,281
| +5% | +$62.1K | 0.01% | 604 |
|
2020
Q2 | $1.09M | Buy |
42,154
+1,808
| +4% | +$46.7K | 0.01% | 636 |
|
2020
Q1 | $996K | Sell |
40,346
-130
| -0.3% | -$3.21K | 0.01% | 630 |
|
2019
Q4 | $1.45M | Sell |
40,476
-2,791
| -6% | -$100K | 0.01% | 669 |
|
2019
Q3 | $1.36M | Buy |
43,267
+5,280
| +14% | +$166K | 0.01% | 656 |
|
2019
Q2 | $1.18M | Buy |
37,987
+1,297
| +4% | +$40.2K | 0.01% | 759 |
|
2019
Q1 | $1.17M | Buy |
36,690
+21,174
| +136% | +$672K | 0.01% | 730 |
|
2018
Q4 | $440K | Sell |
15,516
-1,579
| -9% | -$44.8K | ﹤0.01% | 958 |
|
2018
Q3 | $500K | Buy |
17,095
+915
| +6% | +$26.8K | ﹤0.01% | 971 |
|
2018
Q2 | $462K | Buy |
16,180
+1,005
| +7% | +$28.7K | ﹤0.01% | 958 |
|
2018
Q1 | $429K | Buy |
15,175
+553
| +4% | +$15.6K | ﹤0.01% | 993 |
|
2017
Q4 | $453K | Buy |
14,622
+300
| +2% | +$9.29K | ﹤0.01% | 984 |
|
2017
Q3 | $544K | Buy |
14,322
+820
| +6% | +$31.1K | ﹤0.01% | 931 |
|
2017
Q2 | $522K | Sell |
13,502
-3,487
| -21% | -$135K | ﹤0.01% | 912 |
|
2017
Q1 | $635K | Sell |
16,989
-2,237
| -12% | -$83.6K | 0.01% | 861 |
|
2016
Q4 | $655K | Sell |
19,226
-228
| -1% | -$7.77K | 0.01% | 862 |
|
2016
Q3 | $673K | Buy |
19,454
+3,409
| +21% | +$118K | 0.01% | 880 |
|
2016
Q2 | $610K | Sell |
16,045
-2,256
| -12% | -$85.8K | 0.01% | 858 |
|
2016
Q1 | $697K | Sell |
18,301
-1,371
| -7% | -$52.2K | 0.01% | 790 |
|
2015
Q4 | $671K | Sell |
19,672
-2,596
| -12% | -$88.5K | 0.01% | 808 |
|
2015
Q3 | $732K | Sell |
22,268
-203
| -0.9% | -$6.67K | 0.01% | 778 |
|
2015
Q2 | $662K | Buy |
22,471
+9,107
| +68% | +$268K | 0.01% | 826 |
|
2015
Q1 | $424K | Buy |
13,364
+4,688
| +54% | +$149K | 0.01% | 964 |
|
2014
Q4 | $294K | Buy |
+8,676
| New | +$294K | ﹤0.01% | 971 |
|