Waverly 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 | $946K | Buy |
27,912
+398
| +1% | +$13.5K | 0.01% | 629 |
|
|
2025
Q1 | $994K | Buy |
27,514
+512
| +2% | +$18.5K | 0.01% | 607 |
|
|
2024
Q4 | $876K | Sell |
27,002
-158
| -0.6% | -$5.13K | 0.01% | 544 |
|
|
2024
Q3 | $898K | Sell |
27,160
-1,280
| -5% | -$42.3K | 0.02% | 461 |
|
|
2024
Q2 | $786K | Buy |
28,440
+3,270
| +13% | +$90.4K | 0.02% | 476 |
|
|
2024
Q1 | $693K | Buy |
25,170
+1,487
| +6% | +$40.9K | 0.02% | 421 |
|
|
2023
Q4 | $642K | Sell |
23,683
-2,027
| -8% | -$54.9K | 0.02% | 269 |
|
|
2023
Q3 | $606K | Buy |
+25,710
| New | +$606K | 0.03% | 242 |
|
|
2015
Q4 | – | Sell |
-570
| Closed | -$19K | – | 329 |
|
|
2015
Q3 | $19K | Buy |
+570
| New | +$19K | 0.01% | 281 |
|
|
2015
Q1 | – | Sell |
-231
| Closed | -$8K | – | 411 |
|
|
2014
Q4 | $8K | Hold |
231
| – | – | ﹤0.01% | 342 |
|
|
2014
Q3 | $7K | Sell |
231
-125
| -35% | -$3.79K | ﹤0.01% | 563 |
|
|
2014
Q2 | $12K | Buy |
356
+55
| +18% | +$1.85K | 0.01% | 410 |
|
|
2014
Q1 | $9K | Buy |
301
+79
| +36% | +$2.36K | ﹤0.01% | 448 |
|
|
2013
Q4 | $6K | Buy |
222
+2
| +0.9% | +$54 | ﹤0.01% | 644 |
|
|
2013
Q3 | $6K | Buy |
+220
| New | +$6K | ﹤0.01% | 483 |
|