Annex Advisory Services’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$219K Buy
2025
Q2
$224K Sell
2025
Q1
$281K Sell
2024
Q4
$320K Buy
2024
Q3
$298K Sell
2024
Q2
$289K Buy
2024
Q1
$280K Sell
2023
Q4
$442K Buy
2023
Q3
$370K Buy
2023
Q2
$339K Buy
2022
Q2
Sell
2022
Q1
$200K Buy
2017
Q3
Sell
2017
Q2
$947K Buy
2017
Q1
$796K Buy