Avantax Advisory Services’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
$2.82M Buy
26,209
+3,805
+17% +$409K 0.02% 646
2025
Q1
$2.5M Buy
22,404
+2,065
+10% +$231K 0.02% 655
2024
Q4
$2.41M Buy
20,339
+1,346
+7% +$160K 0.02% 633
2024
Q3
$2.3M Sell
18,993
-203
-1% -$24.6K 0.02% 632
2024
Q2
$2.25M Buy
19,196
+1,690
+10% +$198K 0.02% 615
2024
Q1
$2.06M Sell
17,506
-347
-2% -$40.7K 0.02% 533
2023
Q4
$1.85M Buy
17,853
+1,151
+7% +$119K 0.02% 525
2023
Q3
$1.58M Sell
16,702
-4
-0% -$380 0.02% 534
2023
Q2
$1.47M Buy
16,706
+161
+1% +$14.2K 0.02% 560
2023
Q1
$1.37M Sell
16,545
-727
-4% -$60.2K 0.02% 562
2022
Q4
$1.72M Buy
17,272
+471
+3% +$46.8K 0.02% 463
2022
Q3
$1.44M Sell
16,801
-2,785
-14% -$239K 0.02% 453
2022
Q2
$1.87M Buy
19,586
+1,678
+9% +$161K 0.03% 391
2022
Q1
$2.12M Buy
17,908
+2,424
+16% +$287K 0.03% 364
2021
Q4
$1.68M Sell
15,484
-463
-3% -$50.1K 0.03% 399
2021
Q3
$1.68M Sell
15,947
-1,493
-9% -$157K 0.03% 377
2021
Q2
$1.79M Buy
17,440
+7,882
+82% +$807K 0.03% 353
2021
Q1
$869K Buy
9,558
+1,335
+16% +$121K 0.02% 463
2020
Q4
$641K Sell
8,223
-7,309
-47% -$570K 0.02% 482
2020
Q3
$984K Buy
15,532
+8,958
+136% +$568K 0.02% 545
2020
Q2
$400K Sell
6,574
-68
-1% -$4.14K 0.01% 538
2020
Q1
$344K Buy
6,642
+1,256
+23% +$65.1K 0.01% 532
2019
Q4
$504K Buy
5,386
+681
+14% +$63.7K 0.01% 475
2019
Q3
$424K Sell
4,705
-213
-4% -$19.2K 0.02% 350
2019
Q2
$497K Sell
4,918
-185
-4% -$18.7K 0.02% 297
2019
Q1
$469K Buy
5,103
+1,270
+33% +$117K 0.02% 283
2018
Q4
$310K Buy
+3,833
New +$310K 0.05% 294