AO
Advisor OS’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
4,050
+508
| +14% | +$54.6K | 0.04% | 280 |
|
|
2025
Q1 | $396K | Sell |
3,542
-84
| -2% | -$9.38K | 0.05% | 266 |
|
|
2024
Q4 | $430K | Sell |
3,626
-135
| -4% | -$16K | 0.05% | 248 |
|
|
2024
Q3 | $456K | Buy |
3,761
+201
| +6% | +$24.3K | 0.05% | 263 |
|
|
2024
Q2 | $417K | Sell |
3,560
-169
| -5% | -$19.8K | 0.05% | 256 |
|
|
2024
Q1 | $438K | Buy |
3,729
+330
| +10% | +$38.7K | 0.05% | 254 |
|
|
2023
Q4 | $352K | Buy |
3,399
+38
| +1% | +$3.94K | 0.05% | 238 |
|
|
2023
Q3 | $319K | Sell |
3,361
-7,446
| -69% | -$707K | 0.05% | 225 |
|
|
2023
Q2 | $953K | Sell |
10,807
-4,330
| -29% | -$382K | 0.16% | 135 |
|
|
2023
Q1 | $1.25M | Buy |
15,137
+483
| +3% | +$40K | 0.3% | 84 |
|
|
2022
Q4 | $1.46M | Buy |
14,654
+6,853
| +88% | +$682K | 0.39% | 62 |
|
|
2022
Q3 | $669K | Sell |
7,801
-1,349
| -15% | -$116K | 0.2% | 101 |
|
|
2022
Q2 | $875K | Buy |
9,150
+3,505
| +62% | +$335K | 0.26% | 92 |
|
|
2022
Q1 | $668K | Buy |
5,645
+1,364
| +32% | +$161K | 0.19% | 117 |
|
|
2021
Q4 | $463K | Buy |
4,281
+374
| +10% | +$40.4K | 0.09% | 179 |
|
|
2021
Q3 | $411K | Buy |
3,907
+575
| +17% | +$60.5K | 0.09% | 172 |
|
|
2021
Q2 | $342K | Buy |
+3,332
| New | +$342K | 0.07% | 179 |
|