Alliance Wealth Advisors (Pennsylvania)’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 | $334K | Hold |
3,113
| – | – | 0.17% | 105 |
|
|
2025
Q1 | $348K | Sell |
3,113
-9
| -0.3% | -$1.01K | 0.2% | 93 |
|
|
2024
Q4 | $370K | Hold |
3,122
| – | – | 0.21% | 86 |
|
|
2024
Q3 | $378K | Sell |
3,122
-22
| -0.7% | -$2.66K | 0.22% | 85 |
|
|
2024
Q2 | $368K | Hold |
3,144
| – | – | 0.23% | 83 |
|
|
2024
Q1 | $369K | Hold |
3,144
| – | – | 0.23% | 88 |
|
|
2023
Q4 | $326K | Hold |
3,144
| – | – | 0.22% | 91 |
|
|
2023
Q3 | $298K | Hold |
3,144
| – | – | 0.22% | 89 |
|
|
2023
Q2 | $277K | Buy |
+3,144
| New | +$277K | 0.2% | 100 |
|
|
2022
Q2 | – | Sell |
-1,796
| Closed | -$212K | – | 121 |
|
|
2022
Q1 | $212K | Buy |
+1,796
| New | +$212K | 0.18% | 109 |
|
|
2021
Q3 | – | Sell |
-2,131
| Closed | -$218K | – | 120 |
|
|
2021
Q2 | $218K | Buy |
+2,131
| New | +$218K | 0.2% | 101 |
|