Annex Advisory Services’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 | $224K | Sell |
2,089
-425
| -17% | -$45.7K | 0.01% | 290 |
|
|
2025
Q1 | $281K | Sell |
2,514
-190
| -7% | -$21.2K | 0.01% | 253 |
|
|
2024
Q4 | $320K | Buy |
2,704
+244
| +10% | +$28.9K | 0.01% | 245 |
|
|
2024
Q3 | $298K | Sell |
2,460
-7
| -0.3% | -$848 | 0.01% | 231 |
|
|
2024
Q2 | $289K | Buy |
2,467
+81
| +3% | +$9.49K | 0.01% | 229 |
|
|
2024
Q1 | $280K | Sell |
2,386
-1,874
| -44% | -$220K | 0.01% | 236 |
|
|
2023
Q4 | $442K | Buy |
4,260
+357
| +9% | +$37K | 0.02% | 182 |
|
|
2023
Q3 | $370K | Buy |
3,903
+60
| +2% | +$5.69K | 0.02% | 167 |
|
|
2023
Q2 | $339K | Buy |
+3,843
| New | +$339K | 0.02% | 175 |
|
|
2022
Q2 | – | Sell |
-1,690
| Closed | -$200K | – | 268 |
|
|
2022
Q1 | $200K | Buy |
+1,690
| New | +$200K | 0.01% | 240 |
|
|
2017
Q3 | – | Sell |
-8,756
| Closed | -$947K | – | 130 |
|
|
2017
Q2 | $947K | Buy |
8,756
+1,295
| +17% | +$140K | 0.21% | 47 |
|
|
2017
Q1 | $796K | Buy |
+7,461
| New | +$796K | 0.2% | 48 |
|