Affiance Financial’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 | $505K | Buy |
4,704
+8
| +0.2% | +$860 | 0.1% | 66 |
|
|
2025
Q1 | $524K | Buy |
4,696
+8
| +0.2% | +$893 | 0.12% | 65 |
|
|
2024
Q4 | $556K | Buy |
4,688
+6
| +0.1% | +$711 | 0.13% | 63 |
|
|
2024
Q3 | $567K | Buy |
4,682
+7
| +0.1% | +$848 | 0.14% | 64 |
|
|
2024
Q2 | $548K | Buy |
4,675
+6
| +0.1% | +$703 | 0.14% | 60 |
|
|
2024
Q1 | $548K | Buy |
4,669
+7
| +0.2% | +$822 | 0.15% | 64 |
|
|
2023
Q4 | $484K | Buy |
4,662
+7
| +0.2% | +$726 | 0.14% | 65 |
|
|
2023
Q3 | $442K | Hold |
4,655
| – | – | 0.22% | 67 |
|
|
2023
Q2 | $411K | Buy |
4,655
+8
| +0.2% | +$706 | 0.2% | 76 |
|
|
2023
Q1 | $385K | Buy |
4,647
+8
| +0.2% | +$662 | 0.2% | 73 |
|
|
2022
Q4 | $461K | Sell |
4,639
-580
| -11% | -$57.7K | 0.19% | 74 |
|
|
2022
Q3 | $448K | Sell |
5,219
-1,647
| -24% | -$141K | 0.25% | 50 |
|
|
2022
Q2 | $657K | Sell |
6,866
-152
| -2% | -$14.5K | 0.35% | 43 |
|
|
2022
Q1 | $829K | Hold |
7,018
| – | – | 0.4% | 41 |
|
|
2021
Q4 | $760K | Hold |
7,018
| – | – | 0.32% | 49 |
|
|
2021
Q3 | $738K | Hold |
7,018
| – | – | 0.32% | 49 |
|
|
2021
Q2 | $719K | Hold |
7,018
| – | – | 0.3% | 49 |
|
|
2021
Q1 | $639K | Hold |
7,018
| – | – | 0.28% | 54 |
|
|
2020
Q4 | $548K | Hold |
7,018
| – | – | 0.29% | 55 |
|
|
2020
Q3 | $446K | Hold |
7,018
| – | – | 0.26% | 59 |
|
|
2020
Q2 | $427K | Buy |
+7,018
| New | +$427K | 0.23% | 55 |
|
|
2018
Q4 | – | Sell |
-2,098
| Closed | -$213K | – | 95 |
|
|
2018
Q3 | $213K | Buy |
+2,098
| New | +$213K | 0.14% | 85 |
|