Accurate Wealth Management’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 | $864K | Buy |
8,063
+261
| +3% | +$28K | 0.13% | 173 |
|
|
2025
Q1 | $771K | Buy |
7,802
+1,064
| +16% | +$105K | 0.15% | 148 |
|
|
2024
Q4 | $772K | Buy |
6,738
+482
| +8% | +$55.2K | 0.15% | 150 |
|
|
2024
Q3 | $787K | Sell |
6,256
-181
| -3% | -$22.8K | 0.16% | 138 |
|
|
2024
Q2 | $808K | Sell |
6,437
-106
| -2% | -$13.3K | 0.19% | 114 |
|
|
2024
Q1 | $724K | Buy |
6,543
+800
| +14% | +$88.5K | 0.21% | 109 |
|
|
2023
Q4 | $594K | Sell |
5,743
-418
| -7% | -$43.2K | 0.18% | 115 |
|
|
2023
Q3 | $597K | Buy |
6,161
+805
| +15% | +$78K | 0.19% | 116 |
|
|
2023
Q2 | $491K | Buy |
5,356
+277
| +5% | +$25.4K | 0.15% | 138 |
|
|
2023
Q1 | $427K | Buy |
5,079
+1,146
| +29% | +$96.4K | 0.15% | 148 |
|
|
2022
Q4 | $391K | Sell |
3,933
-109
| -3% | -$10.8K | 0.14% | 125 |
|
|
2022
Q3 | $384K | Buy |
4,042
+1,559
| +63% | +$148K | 0.16% | 113 |
|
|
2022
Q2 | $239K | Buy |
2,483
+234
| +10% | +$22.5K | 0.13% | 133 |
|
|
2022
Q1 | $266K | Buy |
2,249
+103
| +5% | +$12.2K | 0.12% | 131 |
|
|
2021
Q4 | $231K | Buy |
2,146
+108
| +5% | +$11.6K | 0.19% | 126 |
|
|
2021
Q3 | $218K | Buy |
+2,038
| New | +$218K | 0.19% | 130 |
|