Atlas Capital Advisors’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38.8K	Sell	397 -847	-68%	-$87.7K	﹤0.01%	687
2025 Q4	$140K	Buy	+1,244	New	+$133K	0.02%	477
2025 Q2	–	Sell	-1,910	Closed	-$213K	–	988
2025 Q1	$213K	Sell	1,910 -2,984	-61%	-$340K	0.03%	389
2024 Q4	$580K	Sell	4,894 -58	-1%	-$7.16K	0.07%	212
2024 Q3	$600K	Sell	4,952 -3,446	-41%	-$407K	0.09%	189
2024 Q2	$984K	Buy	+8,398	New	+$969K	0.13%	127
2023 Q1	–	Sell	-2,819	Closed	-$280K	–	950
2022 Q4	$280K	Buy	2,819 +898	+47%	+$90.9K	0.05%	277
2022 Q3	$165K	Buy	1,921 +1,425	+287%	+$137K	0.03%	368
2022 Q2	$47.5K	Sell	496 -7,097	-93%	-$751K	0.01%	570
2022 Q1	$897K	Buy	7,593 +7,445	+5,030%	+$847K	0.14%	130
2021 Q4	$16K	Hold	148	–	–	﹤0.01%	662
2021 Q3	$15.6K	Buy	148 +115	+348%	+$11.9K	﹤0.01%	668
2021 Q2	$3.38K	Buy	+33	New	+$3.37K	﹤0.01%	849