Avion Wealth’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 | $15K | Buy |
144
+20
| +16% | +$2.08K | ﹤0.01% | 373 |
|
|
2025
Q1 | $14K | Hold |
124
| – | – | ﹤0.01% | 338 |
|
|
2024
Q4 | $14K | Buy |
124
+5
| +4% | +$565 | ﹤0.01% | 338 |
|
|
2024
Q3 | $14K | Buy |
119
+4
| +3% | +$471 | ﹤0.01% | 311 |
|
|
2024
Q2 | $13K | Buy |
115
+47
| +69% | +$5.31K | ﹤0.01% | 290 |
|
|
2024
Q1 | $8K | Sell |
68
-85
| -56% | -$10K | ﹤0.01% | 359 |
|
|
2023
Q4 | $16K | Sell |
153
-95
| -38% | -$9.94K | ﹤0.01% | 232 |
|
|
2023
Q3 | $23K | Buy |
248
+48
| +24% | +$4.45K | 0.01% | 202 |
|
|
2023
Q2 | $17K | Buy |
200
+100
| +100% | +$8.5K | ﹤0.01% | 244 |
|
|
2023
Q1 | $9K | Sell |
100
-100
| -50% | -$9K | ﹤0.01% | 267 |
|
|
2022
Q4 | $17K | Hold |
200
| – | – | 0.01% | 225 |
|
|
2022
Q3 | $17K | Hold |
200
| – | – | 0.01% | 226 |
|
|
2022
Q2 | $19K | Buy |
+200
| New | +$19K | 0.01% | 205 |
|
|
2020
Q4 | – | Sell |
-42
| Closed | -$3K | – | 373 |
|
|
2020
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 258 |
|
|
2020
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 234 |
|
|
2020
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 270 |
|