Atlas 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 | – | Sell |
-1,910
| Closed | -$213K | – | 988 |
|
|
2025
Q1 | $213K | Sell |
1,910
-2,984
| -61% | -$333K | 0.03% | 389 |
|
|
2024
Q4 | $580K | Sell |
4,894
-58
| -1% | -$6.88K | 0.07% | 212 |
|
|
2024
Q3 | $600K | Sell |
4,952
-3,446
| -41% | -$417K | 0.09% | 189 |
|
|
2024
Q2 | $984K | Buy |
+8,398
| New | +$984K | 0.13% | 127 |
|
|
2023
Q1 | – | Sell |
-2,819
| Closed | -$280K | – | 950 |
|
|
2022
Q4 | $280K | Buy |
2,819
+898
| +47% | +$89.3K | 0.05% | 277 |
|
|
2022
Q3 | $165K | Buy |
1,921
+1,425
| +287% | +$122K | 0.03% | 368 |
|
|
2022
Q2 | $47.5K | Sell |
496
-7,097
| -93% | -$679K | 0.01% | 570 |
|
|
2022
Q1 | $897K | Buy |
7,593
+7,445
| +5,030% | +$880K | 0.14% | 130 |
|
|
2021
Q4 | $16K | Hold |
148
| – | – | ﹤0.01% | 662 |
|
|
2021
Q3 | $15.6K | Buy |
148
+115
| +348% | +$12.1K | ﹤0.01% | 668 |
|
|
2021
Q2 | $3.38K | Buy |
+33
| New | +$3.38K | ﹤0.01% | 849 |
|