Allworth Financial’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8K | Buy |
711
+165
| +30% | +$4.13K | ﹤0.01% | 2590 |
|
|
2025
Q1 | $11.9K | Buy |
546
+16
| +3% | +$348 | ﹤0.01% | 2345 |
|
|
2024
Q4 | $8.46K | Buy |
530
+286
| +117% | +$4.57K | ﹤0.01% | 2502 |
|
|
2024
Q3 | $4.52K | Sell |
244
-60
| -20% | -$1.11K | ﹤0.01% | 2612 |
|
|
2024
Q2 | $5.56K | Sell |
304
-178
| -37% | -$3.26K | ﹤0.01% | 2477 |
|
|
2024
Q1 | $9.29K | Buy |
482
+364
| +308% | +$7.02K | ﹤0.01% | 2143 |
|
|
2023
Q4 | $2.65K | Sell |
118
-126
| -52% | -$2.83K | ﹤0.01% | 2551 |
|
|
2023
Q3 | $5.35K | Buy |
244
+198
| +430% | +$4.34K | ﹤0.01% | 2076 |
|
|
2023
Q2 | $1.3K | Sell |
46
-36
| -44% | -$1.02K | ﹤0.01% | 2648 |
|
|
2023
Q1 | $2.24K | Buy |
+82
| New | +$2.24K | ﹤0.01% | 2363 |
|
|
2022
Q3 | – | Sell |
-176
| Closed | -$4K | – | 3020 |
|
|
2022
Q2 | $4K | Buy |
+176
| New | +$4K | ﹤0.01% | 1836 |
|
|
2019
Q1 | – | Sell |
-56
| Closed | -$2K | – | 1021 |
|
|
2018
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 758 |
|
|
2018
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 804 |
|
|
2018
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 818 |
|
|
2018
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 670 |
|
|
2017
Q4 | $3K | Hold |
56
| – | – | ﹤0.01% | 636 |
|
|
2017
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 640 |
|
|
2017
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 673 |
|
|
2017
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 659 |
|
|
2016
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 592 |
|
|
2016
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 599 |
|
|
2016
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 557 |
|
|
2016
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 538 |
|
|
2015
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 546 |
|
|
2015
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 543 |
|
|
2015
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 498 |
|
|
2015
Q1 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 504 |
|