Advisor OS’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$389K	Buy	3,977 +432	+12%	+$44.7K	0.03%	357
2025 Q4	$400K	Sell	3,545 -92	-3%	-$9.87K	0.03%	325
2025 Q3	$377K	Sell	3,637 -413	-10%	-$43.5K	0.03%	320
2025 Q2	$435K	Buy	4,050 +508	+14%	+$52.6K	0.04%	280
2025 Q1	$396K	Sell	3,542 -84	-2%	-$9.57K	0.05%	266
2024 Q4	$430K	Sell	3,626 -135	-4%	-$16.7K	0.05%	248
2024 Q3	$456K	Buy	3,761 +201	+6%	+$23.8K	0.05%	263
2024 Q2	$417K	Sell	3,560 -169	-5%	-$19.5K	0.05%	256
2024 Q1	$438K	Buy	3,729 +330	+10%	+$35.6K	0.05%	254
2023 Q4	$352K	Buy	3,399 +38	+1%	+$3.65K	0.05%	238
2023 Q3	$319K	Sell	3,361 -7,446	-69%	-$704K	0.05%	225
2023 Q2	$953K	Sell	10,807 -4,330	-29%	-$362K	0.16%	135
2023 Q1	$1.25M	Buy	15,137 +483	+3%	+$46.1K	0.3%	84
2022 Q4	$1.46M	Buy	14,654 +6,853	+88%	+$694K	0.39%	62
2022 Q3	$669K	Sell	7,801 -1,349	-15%	-$130K	0.2%	101
2022 Q2	$875K	Buy	9,150 +3,505	+62%	+$371K	0.26%	92
2022 Q1	$668K	Buy	5,645 +1,364	+32%	+$155K	0.19%	117
2021 Q4	$463K	Buy	4,281 +374	+10%	+$40.6K	0.09%	179
2021 Q3	$411K	Buy	3,907 +575	+17%	+$59.3K	0.09%	172
2021 Q2	$342K	Buy	+3,332	New	+$340K	0.07%	179