Arete Wealth 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 | $1.44M | Buy |
13,420
+964
| +8% | +$104K | 0.1% | 200 |
|
|
2025
Q1 | $1.39M | Buy |
12,456
+92
| +0.7% | +$10.3K | 0.11% | 196 |
|
|
2024
Q4 | $1.47M | Buy |
12,364
+1,754
| +17% | +$208K | 0.11% | 195 |
|
|
2024
Q3 | $1.28M | Sell |
10,610
-1,001
| -9% | -$121K | 0.11% | 181 |
|
|
2024
Q2 | $1.36M | Sell |
11,611
-649
| -5% | -$76K | 0.11% | 180 |
|
|
2024
Q1 | $1.44M | Sell |
12,260
-366
| -3% | -$43K | 0.13% | 167 |
|
|
2023
Q4 | $1.31M | Sell |
12,626
-369
| -3% | -$38.3K | 0.1% | 200 |
|
|
2023
Q3 | $1.23M | Buy |
12,995
+439
| +3% | +$41.7K | 0.21% | 104 |
|
|
2023
Q2 | $1.11M | Buy |
12,556
+1,732
| +16% | +$153K | 0.1% | 199 |
|
|
2023
Q1 | $896K | Buy |
10,824
+731
| +7% | +$60.5K | 0.07% | 232 |
|
|
2022
Q4 | $1B | Buy |
10,093
+1,641
| +19% | +$163M | 0.09% | 200 |
|
|
2022
Q3 | $725K | Buy |
8,452
+2,587
| +44% | +$222K | 0.07% | 230 |
|
|
2022
Q2 | $561K | Buy |
5,865
+439
| +8% | +$42K | 0.06% | 222 |
|
|
2022
Q1 | $641K | Buy |
5,426
+764
| +16% | +$90.3K | 0.05% | 241 |
|
|
2021
Q4 | $511K | Buy |
4,662
+766
| +20% | +$84K | 0.04% | 285 |
|
|
2021
Q3 | $410K | Buy |
3,896
+658
| +20% | +$69.2K | 0.05% | 283 |
|
|
2021
Q2 | $220K | Buy |
3,238
+566
| +21% | +$38.5K | 0.03% | 320 |
|
|
2021
Q1 | $243K | Buy |
+2,672
| New | +$243K | 0.03% | 353 |
|
|
2019
Q4 | – | Sell |
-3,342
| Closed | -$301K | – | 421 |
|
|
2019
Q3 | $301K | Sell |
3,342
-1,461
| -30% | -$132K | 0.06% | 290 |
|
|
2019
Q2 | $485K | Buy |
4,803
+1,001
| +26% | +$101K | 0.09% | 227 |
|
|
2019
Q1 | $349K | Sell |
3,802
-59
| -2% | -$5.42K | 0.07% | 262 |
|
|
2018
Q4 | $315K | Sell |
3,861
-602
| -13% | -$49.1K | 0.08% | 262 |
|
|
2018
Q3 | $452K | Buy |
4,463
+895
| +25% | +$90.6K | 0.1% | 204 |
|
|
2018
Q2 | $334K | Buy |
+3,568
| New | +$334K | 0.08% | 253 |
|