B. Riley Wealth Advisors’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 | $412K | Buy |
+3,835
| New | +$412K | 0.02% | 589 |
|
|
2024
Q4 | $2.52M | Sell |
21,250
-1,203
| -5% | -$143K | 0.08% | 240 |
|
|
2024
Q3 | $2.7M | Buy |
22,453
+477
| +2% | +$57.4K | 0.08% | 255 |
|
|
2024
Q2 | $2.58M | Sell |
21,976
-3,145
| -13% | -$369K | 0.07% | 283 |
|
|
2024
Q1 | $2.38M | Buy |
25,121
+932
| +4% | +$88.4K | 0.06% | 298 |
|
|
2023
Q4 | $2.51M | Sell |
24,189
-932
| -4% | -$96.7K | 0.07% | 297 |
|
|
2023
Q3 | $2.38M | Buy |
25,121
+3,045
| +14% | +$289K | 0.06% | 298 |
|
|
2023
Q2 | $1.95M | Buy |
22,076
+2,738
| +14% | +$242K | 0.04% | 379 |
|
|
2023
Q1 | $1.6M | Buy |
19,338
+3,969
| +26% | +$328K | 0.04% | 409 |
|
|
2022
Q4 | $1.53M | Buy |
15,369
+2,091
| +16% | +$208K | 0.04% | 411 |
|
|
2022
Q3 | $1.14M | Buy |
13,278
+5,960
| +81% | +$512K | 0.03% | 467 |
|
|
2022
Q2 | $701K | Sell |
7,318
-712
| -9% | -$68.2K | 0.03% | 523 |
|
|
2022
Q1 | $950K | Sell |
8,030
-2,313
| -22% | -$274K | 0.03% | 512 |
|
|
2021
Q4 | $1.12M | Buy |
10,343
+304
| +3% | +$32.9K | 0.03% | 494 |
|
|
2021
Q3 | $1.06M | Buy |
10,039
+3,340
| +50% | +$352K | 0.03% | 501 |
|
|
2021
Q2 | $685K | Buy |
6,699
+379
| +6% | +$38.8K | 0.02% | 646 |
|
|
2021
Q1 | $575K | Sell |
6,320
-799
| -11% | -$72.7K | 0.02% | 667 |
|
|
2020
Q4 | $556K | Sell |
7,119
-4,766
| -40% | -$372K | 0.03% | 507 |
|
|
2020
Q3 | $753K | Sell |
11,885
-892
| -7% | -$56.5K | 0.04% | 390 |
|
|
2020
Q2 | $780K | Buy |
12,777
+201
| +2% | +$12.3K | 0.05% | 330 |
|
|
2020
Q1 | $656K | Sell |
12,576
-9,362
| -43% | -$488K | 0.06% | 323 |
|
|
2019
Q4 | $2.06M | Buy |
21,938
+3,009
| +16% | +$282K | 0.18% | 133 |
|
|
2019
Q3 | $1.7M | Buy |
18,929
+4,709
| +33% | +$424K | 0.17% | 136 |
|
|
2019
Q2 | $1.44M | Buy |
14,220
+6,137
| +76% | +$620K | 0.16% | 139 |
|
|
2019
Q1 | $744K | Sell |
8,083
-1,311
| -14% | -$121K | 0.09% | 241 |
|
|
2018
Q4 | $768K | Buy |
9,394
+2,263
| +32% | +$185K | 0.11% | 204 |
|
|
2018
Q3 | $724K | Sell |
7,131
-435
| -6% | -$44.2K | 0.09% | 244 |
|
|
2018
Q2 | $709K | Buy |
7,566
+3,693
| +95% | +$346K | 0.09% | 237 |
|
|
2018
Q1 | $402K | Buy |
3,873
+147
| +4% | +$15.3K | 0.06% | 364 |
|
|
2017
Q4 | $431K | Sell |
3,726
-486
| -12% | -$56.2K | 0.06% | 351 |
|
|
2017
Q3 | $449K | Buy |
4,212
+195
| +5% | +$20.8K | 0.07% | 283 |
|
|
2017
Q2 | $437K | Sell |
4,017
-225
| -5% | -$24.5K | 0.08% | 276 |
|
|
2017
Q1 | $454K | Sell |
4,242
-2,141
| -34% | -$229K | 0.09% | 252 |
|
|
2016
Q4 | $665K | Sell |
6,383
-388
| -6% | -$40.4K | 0.14% | 183 |
|
|
2016
Q3 | $554K | Sell |
6,771
-5,313
| -44% | -$435K | 0.11% | 231 |
|
|
2016
Q2 | $580K | Sell |
12,084
-566
| -4% | -$27.2K | 0.12% | 220 |
|
|
2016
Q1 | $667K | Buy |
12,650
+5,024
| +66% | +$265K | 0.15% | 163 |
|
|
2015
Q4 | $622K | Sell |
7,626
-2,045
| -21% | -$167K | 0.13% | 200 |
|
|
2015
Q3 | $739K | Sell |
9,671
-920
| -9% | -$70.3K | 0.18% | 152 |
|
|
2015
Q2 | $931K | Buy |
10,591
+171
| +2% | +$15K | 0.23% | 114 |
|
|
2015
Q1 | $836K | Buy |
10,420
+346
| +3% | +$27.8K | 0.2% | 133 |
|
|
2014
Q4 | $7.1K | Buy |
+10,074
| New | +$7.1K | 0.15% | 157 |
|
|
2014
Q3 | – | Sell |
-5,439
| Closed | -$483K | – | 1579 |
|
|
2014
Q2 | $483K | Buy |
5,439
+3,571
| +191% | +$317K | 0.11% | 203 |
|
|
2014
Q1 | $158K | Buy |
1,868
+223
| +14% | +$18.9K | 0.05% | 465 |
|
|
2013
Q4 | $152K | Sell |
1,645
-58
| -3% | -$5.36K | 0.05% | 431 |
|
|
2013
Q3 | $133K | Buy |
+1,703
| New | +$133K | 0.05% | 468 |
|