AE Wealth Management’s Prudential Financial PRU Stock Holding History

AE Wealth Management’s Portfolio PRU Stock Details PRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23M	Buy	213,795 +49,550	+30%	+$5.32M	0.17%	140
2025 Q1	$18.3M	Buy	164,245 +7,820	+5%	+$873K	0.15%	163
2024 Q4	$18.5M	Buy	156,425 +4,786	+3%	+$567K	0.16%	151
2024 Q3	$18.4M	Sell	151,639 -4,250	-3%	-$515K	0.17%	143
2024 Q2	$18.3M	Sell	155,889 -8,419	-5%	-$987K	0.18%	134
2024 Q1	$19.3M	Sell	164,308 -58,607	-26%	-$6.88M	0.22%	124
2023 Q4	$23.7M	Sell	222,915 -34,980	-14%	-$3.72M	0.12%	194
2023 Q3	$24.5M	Buy	257,895 +28,543	+12%	+$2.71M	0.15%	159
2023 Q2	$20.2M	Buy	229,352 +20,619	+10%	+$1.82M	0.12%	191
2023 Q1	$17.3M	Sell	208,733 -10,671	-5%	-$883K	0.11%	226
2022 Q4	$21.8M	Buy	219,404 +39,528	+22%	+$3.93M	0.16%	157
2022 Q3	$15.4M	Buy	179,876 +31,548	+21%	+$2.71M	0.12%	177
2022 Q2	$14.2M	Buy	148,328 +52,888	+55%	+$5.06M	0.11%	197
2022 Q1	$11.3M	Buy	95,440 +10,316	+12%	+$1.22M	0.08%	259
2021 Q4	$9.21M	Buy	85,124 +6,825	+9%	+$739K	0.06%	282
2021 Q3	$8.24M	Buy	78,299 +11,283	+17%	+$1.19M	0.07%	272
2021 Q2	$6.87M	Buy	67,016 +25,946	+63%	+$2.66M	0.06%	292
2021 Q1	$3.74M	Buy	41,070 +6,936	+20%	+$632K	0.04%	381
2020 Q4	$2.67M	Buy	34,134 +8,642	+34%	+$675K	0.03%	412
2020 Q3	$1.62M	Sell	25,492 -12,597	-33%	-$800K	0.02%	490
2020 Q2	$2.32M	Buy	38,089 +6,044	+19%	+$368K	0.04%	367
2020 Q1	$1.67M	Buy	32,045 +19,626	+158%	+$1.02M	0.04%	348
2019 Q4	$1.16M	Buy	12,419 +5,633	+83%	+$528K	0.03%	500
2019 Q3	$610K	Buy	6,786 +532	+9%	+$47.8K	0.02%	567
2019 Q2	$632K	Buy	6,254 +2,742	+78%	+$277K	0.02%	522
2019 Q1	$323K	Buy	3,512 +754	+27%	+$69.3K	0.02%	438
2018 Q4	$225K	Sell	2,758 -3,739	-58%	-$305K	0.04%	417
2018 Q3	$658K	Buy	6,497 +2,517	+63%	+$255K	0.04%	276
2018 Q2	$372K	Buy	3,980 +384	+11%	+$35.9K	0.03%	300
2018 Q1	$372K	Buy	+3,596	New	+$372K	0.03%	289