Annis Gardner Whiting Capital Advisors’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
$65.4K Buy
609
+129
+27% +$13.9K 0.02% 374
2025
Q1
$53.6K Sell
480
-320
-40% -$35.7K 0.02% 344
2024
Q4
$94.8K Buy
800
+319
+66% +$37.8K 0.03% 283
2024
Q3
$58.3K Sell
481
-63
-12% -$7.63K 0.02% 352
2024
Q2
$63.8K Sell
544
-19
-3% -$2.23K 0.02% 373
2024
Q1
$66.1K Buy
563
+43
+8% +$5.05K 0.02% 345
2023
Q4
$53.9K Buy
520
+8
+2% +$830 0.02% 295
2023
Q3
$48.6K Buy
+512
New +$48.6K 0.03% 289