Allworth 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 | $1.84M | Buy |
17,090
+1,412
| +9% | +$152K | 0.01% | 497 |
|
2025
Q1 | $1.63M | Buy |
15,678
+4,759
| +44% | +$495K | 0.01% | 437 |
|
2024
Q4 | $1.28M | Buy |
10,919
+5,370
| +97% | +$630K | 0.01% | 480 |
|
2024
Q3 | $672K | Buy |
5,549
+54
| +1% | +$6.54K | ﹤0.01% | 516 |
|
2024
Q2 | $680K | Buy |
5,495
+600
| +12% | +$74.3K | ﹤0.01% | 500 |
|
2024
Q1 | $575K | Buy |
4,895
+826
| +20% | +$97K | ﹤0.01% | 523 |
|
2023
Q4 | $422K | Buy |
4,069
+279
| +7% | +$28.9K | ﹤0.01% | 558 |
|
2023
Q3 | $360K | Buy |
3,790
+32
| +0.9% | +$3.04K | ﹤0.01% | 563 |
|
2023
Q2 | $332K | Buy |
3,758
+151
| +4% | +$13.3K | ﹤0.01% | 582 |
|
2023
Q1 | $298K | Buy |
3,607
+138
| +4% | +$11.4K | ﹤0.01% | 566 |
|
2022
Q4 | $345K | Sell |
3,469
-761
| -18% | -$75.7K | ﹤0.01% | 532 |
|
2022
Q3 | $363K | Buy |
4,230
+534
| +14% | +$45.8K | ﹤0.01% | 480 |
|
2022
Q2 | $354K | Sell |
3,696
-740
| -17% | -$70.9K | ﹤0.01% | 464 |
|
2022
Q1 | $524K | Buy |
4,436
+2,656
| +149% | +$314K | 0.01% | 388 |
|
2021
Q4 | $193K | Buy |
1,780
+926
| +108% | +$100K | ﹤0.01% | 537 |
|
2021
Q3 | $90K | Buy |
854
+281
| +49% | +$29.6K | ﹤0.01% | 638 |
|
2021
Q2 | $59K | Buy |
573
+21
| +4% | +$2.16K | ﹤0.01% | 581 |
|
2021
Q1 | $50K | Hold |
552
| – | – | ﹤0.01% | 576 |
|
2020
Q4 | $43K | Sell |
552
-15
| -3% | -$1.17K | ﹤0.01% | 508 |
|
2020
Q3 | $36K | Hold |
567
| – | – | ﹤0.01% | 471 |
|
2020
Q2 | $35K | Sell |
567
-99
| -15% | -$6.11K | ﹤0.01% | 474 |
|
2020
Q1 | $35K | Sell |
666
-763
| -53% | -$40.1K | ﹤0.01% | 464 |
|
2019
Q4 | $134K | Buy |
1,429
+934
| +189% | +$87.6K | ﹤0.01% | 234 |
|
2019
Q3 | $45K | Sell |
495
-209
| -30% | -$19K | ﹤0.01% | 346 |
|
2019
Q2 | $71K | Sell |
704
-12
| -2% | -$1.21K | ﹤0.01% | 274 |
|
2019
Q1 | $66K | Buy |
716
+22
| +3% | +$2.03K | ﹤0.01% | 276 |
|
2018
Q4 | $57K | Buy |
694
+248
| +56% | +$20.4K | ﹤0.01% | 264 |
|
2018
Q3 | $45K | Buy |
446
+60
| +16% | +$6.05K | ﹤0.01% | 312 |
|
2018
Q2 | $36K | Hold |
386
| – | – | ﹤0.01% | 325 |
|
2018
Q1 | $40K | Buy |
386
+33
| +9% | +$3.42K | ﹤0.01% | 280 |
|
2017
Q4 | $41K | Sell |
353
-84
| -19% | -$9.76K | ﹤0.01% | 270 |
|
2017
Q3 | $46K | Buy |
437
+84
| +24% | +$8.84K | ﹤0.01% | 250 |
|
2017
Q2 | $38K | Hold |
353
| – | – | ﹤0.01% | 284 |
|
2017
Q1 | $38K | Hold |
353
| – | – | ﹤0.01% | 268 |
|
2016
Q4 | $37K | Hold |
353
| – | – | ﹤0.01% | 249 |
|
2016
Q3 | $29K | Hold |
353
| – | – | ﹤0.01% | 278 |
|
2016
Q2 | $25K | Buy |
353
+215
| +156% | +$15.2K | ﹤0.01% | 278 |
|
2016
Q1 | $10K | Hold |
138
| – | – | ﹤0.01% | 379 |
|
2015
Q4 | $11K | Hold |
138
| – | – | ﹤0.01% | 376 |
|
2015
Q3 | $11K | Hold |
138
| – | – | ﹤0.01% | 383 |
|
2015
Q2 | $12K | Hold |
138
| – | – | ﹤0.01% | 365 |
|
2015
Q1 | $11K | Buy |
+138
| New | +$11K | ﹤0.01% | 384 |
|