Valeo 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 | $461K | Buy |
13,590
+1,437
| +12% | +$48.7K | 0.01% | 469 |
|
|
2025
Q1 | $439K | Buy |
12,153
+29
| +0.2% | +$1.05K | 0.01% | 442 |
|
|
2024
Q4 | $394K | Sell |
12,124
-236
| -2% | -$7.66K | 0.01% | 456 |
|
|
2024
Q3 | $409K | Buy |
12,360
+370
| +3% | +$12.2K | 0.01% | 455 |
|
|
2024
Q2 | $332K | Buy |
11,990
+1,805
| +18% | +$49.9K | 0.01% | 490 |
|
|
2024
Q1 | $279K | Buy |
10,185
+547
| +6% | +$15K | 0.01% | 527 |
|
|
2023
Q4 | $261K | Buy |
+9,638
| New | +$261K | 0.01% | 533 |
|
|
2023
Q1 | – | Sell |
-8,606
| Closed | -$251K | – | 636 |
|
|
2022
Q4 | $251K | Buy |
+8,606
| New | +$251K | 0.01% | 426 |
|
|
2021
Q2 | – | Sell |
-5,629
| Closed | -$162K | – | 1382 |
|
|
2021
Q1 | $162K | Buy |
5,629
+182
| +3% | +$5.24K | 0.01% | 479 |
|
|
2020
Q4 | $154K | Buy |
5,447
+2
| +0% | +$57 | 0.01% | 458 |
|
|
2020
Q3 | $148K | Sell |
5,445
-215
| -4% | -$5.84K | 0.01% | 371 |
|
|
2020
Q2 | $146K | Sell |
5,660
-116
| -2% | -$2.99K | 0.01% | 379 |
|
|
2020
Q1 | $154K | Sell |
5,776
-863
| -13% | -$23K | 0.02% | 333 |
|
|
2019
Q4 | $238K | Sell |
6,639
-1,298
| -16% | -$46.5K | 0.02% | 287 |
|
|
2019
Q3 | $250K | Buy |
7,937
+802
| +11% | +$25.3K | 0.03% | 258 |
|
|
2019
Q2 | $221K | Sell |
7,135
-1,043
| -13% | -$32.3K | 0.03% | 269 |
|
|
2019
Q1 | $260K | Buy |
8,178
+1,552
| +23% | +$49.3K | 0.03% | 227 |
|
|
2018
Q4 | $188K | Sell |
6,626
-113
| -2% | -$3.21K | 0.03% | 266 |
|
|
2018
Q3 | $205K | Sell |
6,739
-812
| -11% | -$24.7K | 0.03% | 271 |
|
|
2018
Q2 | $219K | Buy |
7,551
+2,070
| +38% | +$60K | 0.03% | 267 |
|
|
2018
Q1 | $155K | Buy |
5,481
+321
| +6% | +$9.08K | 0.02% | 283 |
|
|
2017
Q4 | $160K | Sell |
5,160
-1,461
| -22% | -$45.3K | 0.03% | 270 |
|
|
2017
Q3 | $251K | Buy |
+6,621
| New | +$251K | 0.06% | 184 |
|