Allworth Financial’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8K | Buy |
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|
2025
Q1 | $11.9K | Buy |
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|
2024
Q4 | $8.46K | Buy |
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|
2024
Q3 | $4.52K | Sell |
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|
2024
Q2 | $5.56K | Sell |
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|
2024
Q1 | $9.29K | Buy |
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|
2023
Q4 | $2.65K | Sell |
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|
2023
Q3 | $5.35K | Buy |
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|
2023
Q2 | $1.3K | Sell |
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|
2023
Q1 | $2.24K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Hold |
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|
2017
Q3 | $3K | Hold |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Hold |
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|
2016
Q2 | $2K | Hold |
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|
2016
Q1 | $2K | Hold |
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|
2015
Q4 | $2K | Hold |
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|
2015
Q3 | $2K | Hold |
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|
2015
Q2 | $3K | Hold |
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|
2015
Q1 | $3K | Buy |
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