Abundance Wealth Counselors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
19,375
+893
| +5% | +$96K | 0.39% | 41 |
|
|
2025
Q1 | $2.06M | Buy |
18,482
+1,409
| +8% | +$157K | 0.43% | 41 |
|
|
2024
Q4 | $2.02M | Buy |
17,073
+280
| +2% | +$33.2K | 0.44% | 37 |
|
|
2024
Q3 | $2.03M | Buy |
+16,793
| New | +$2.03M | 0.42% | 33 |
|
|
2024
Q2 | – | Sell |
-8,519
| Closed | -$1M | – | 130 |
|
|
2024
Q1 | $1M | Buy |
8,519
+412
| +5% | +$48.4K | 0.23% | 70 |
|
|
2023
Q4 | $841K | Buy |
8,107
+612
| +8% | +$63.5K | 0.22% | 72 |
|
|
2023
Q3 | $711K | Buy |
+7,495
| New | +$711K | 0.2% | 76 |
|
|
2023
Q2 | – | Sell |
-8,137
| Closed | -$673K | – | 127 |
|
|
2023
Q1 | $673K | Buy |
8,137
+959
| +13% | +$79.3K | 0.17% | 88 |
|
|
2022
Q4 | $714K | Buy |
7,178
+562
| +8% | +$55.9K | 0.19% | 79 |
|
|
2022
Q3 | $568K | Buy |
6,616
+325
| +5% | +$27.9K | 0.16% | 82 |
|
|
2022
Q2 | $602K | Sell |
6,291
-462
| -7% | -$44.2K | 0.16% | 85 |
|
|
2022
Q1 | $798K | Buy |
6,753
+294
| +5% | +$34.7K | 0.22% | 68 |
|
|
2021
Q4 | $699K | Buy |
+6,459
| New | +$699K | 0.18% | 67 |
|
|
2021
Q3 | – | Sell |
-6,508
| Closed | -$667K | – | 94 |
|
|
2021
Q2 | $667K | Sell |
6,508
-2,590
| -28% | -$265K | 0.17% | 65 |
|
|
2021
Q1 | $829K | Buy |
9,098
+1,238
| +16% | +$113K | 0.21% | 57 |
|
|
2020
Q4 | $614K | Sell |
7,860
-3,060
| -28% | -$239K | 0.15% | 63 |
|
|
2020
Q3 | $694K | Sell |
10,920
-124
| -1% | -$7.88K | 0.2% | 50 |
|
|
2020
Q2 | $673K | Buy |
+11,044
| New | +$673K | 0.2% | 39 |
|