Avantax Planning Partners’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 | $1.18M | Sell |
11,026
-1,292
| -10% | -$139K | 0.04% | 178 |
|
|
2025
Q1 | $1.38M | Sell |
12,318
-131
| -1% | -$14.6K | 0.05% | 153 |
|
|
2024
Q4 | $1.48M | Sell |
12,449
-317
| -2% | -$37.6K | 0.05% | 147 |
|
|
2024
Q3 | $1.55M | Sell |
12,766
-6,263
| -33% | -$758K | 0.06% | 143 |
|
|
2024
Q2 | $2.23M | Sell |
19,029
-8,402
| -31% | -$985K | 0.07% | 134 |
|
|
2024
Q1 | $3.22M | Buy |
27,431
+18,950
| +223% | +$2.22M | 0.1% | 114 |
|
|
2023
Q4 | $880K | Sell |
8,481
-2,126
| -20% | -$220K | 0.03% | 180 |
|
|
2023
Q3 | $1.01M | Sell |
10,607
-11,143
| -51% | -$1.06M | 0.04% | 159 |
|
|
2023
Q2 | $1.92M | Buy |
21,750
+686
| +3% | +$60.5K | 0.08% | 111 |
|
|
2023
Q1 | $1.74M | Buy |
21,064
+5,020
| +31% | +$415K | 0.07% | 120 |
|
|
2022
Q4 | $1.6M | Buy |
16,044
+73
| +0.5% | +$7.26K | 0.06% | 122 |
|
|
2022
Q3 | $1.37M | Buy |
15,971
+12,828
| +408% | +$1.1M | 0.06% | 118 |
|
|
2022
Q2 | $301K | Buy |
3,143
+115
| +4% | +$11K | 0.01% | 272 |
|
|
2022
Q1 | $358K | Buy |
3,028
+52
| +2% | +$6.15K | 0.01% | 255 |
|
|
2021
Q4 | $322K | Buy |
2,976
+136
| +5% | +$14.7K | 0.01% | 267 |
|
|
2021
Q3 | $299K | Buy |
2,840
+104
| +4% | +$10.9K | 0.01% | 253 |
|
|
2021
Q2 | $280K | Buy |
2,736
+442
| +19% | +$45.2K | 0.01% | 262 |
|
|
2021
Q1 | $209K | Sell |
2,294
-352
| -13% | -$32.1K | 0.01% | 289 |
|
|
2020
Q4 | $207K | Buy |
+2,646
| New | +$207K | 0.01% | 274 |
|
|
2020
Q1 | – | Sell |
-2,902
| Closed | -$272K | – | 304 |
|
|
2019
Q4 | $272K | Sell |
2,902
-58
| -2% | -$5.44K | 0.02% | 245 |
|
|
2019
Q3 | $266K | Buy |
2,960
+7
| +0.2% | +$629 | 0.02% | 253 |
|
|
2019
Q2 | $301K | Buy |
2,953
+20
| +0.7% | +$2.04K | 0.02% | 230 |
|
|
2019
Q1 | $270K | Sell |
2,933
-219
| -7% | -$20.2K | 0.02% | 241 |
|
|
2018
Q4 | $257K | Buy |
3,152
+109
| +4% | +$8.89K | 0.02% | 218 |
|
|
2018
Q3 | $308K | Sell |
3,043
-92
| -3% | -$9.31K | 0.02% | 195 |
|
|
2018
Q2 | $293K | Sell |
3,135
-184
| -6% | -$17.2K | 0.03% | 187 |
|
|
2018
Q1 | $343K | Buy |
3,319
+29
| +0.9% | +$3K | 0.03% | 210 |
|
|
2017
Q4 | $378K | Sell |
3,290
-254
| -7% | -$29.2K | 0.03% | 200 |
|
|
2017
Q3 | $377K | Sell |
3,544
-3
| -0.1% | -$319 | 0.03% | 248 |
|
|
2017
Q2 | $384K | Buy |
3,547
+171
| +5% | +$18.5K | 0.03% | 222 |
|
|
2017
Q1 | $360K | Buy |
3,376
+445
| +15% | +$47.5K | 0.03% | 220 |
|
|
2016
Q4 | $305K | Buy |
+2,931
| New | +$305K | 0.03% | 223 |
|