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 |
|