B. Riley Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $678 | Buy |
7,089
+1,651
| +30% | +$158 | ﹤0.01% | 356 |
|
|
2022
Q1 | $643K | Buy |
5,438
+502
| +10% | +$59.4K | 0.05% | 286 |
|
|
2021
Q4 | $534K | Sell |
4,936
-248
| -5% | -$26.8K | 0.04% | 334 |
|
|
2021
Q3 | $545K | Buy |
+5,184
| New | +$545K | 0.04% | 315 |
|
|
2020
Q2 | – | Sell |
-4,632
| Closed | -$242K | – | 528 |
|
|
2020
Q1 | $242K | Buy |
+4,632
| New | +$242K | 0.03% | 400 |
|
|
2015
Q3 | – | Sell |
-1,853
| Closed | -$162K | – | 607 |
|
|
2015
Q2 | $162K | Sell |
1,853
-1,000
| -35% | -$87.4K | 0.13% | 211 |
|
|
2015
Q1 | $229K | Buy |
2,853
+1,100
| +63% | +$88.3K | 0.17% | 178 |
|
|
2014
Q4 | $158K | Sell |
1,753
-523
| -23% | -$47.1K | 0.13% | 198 |
|
|
2014
Q3 | $200K | Hold |
2,276
| – | – | 0.15% | 192 |
|
|
2014
Q2 | $202K | Hold |
2,276
| – | – | 0.13% | 210 |
|
|
2014
Q1 | $193K | Buy |
+2,276
| New | +$193K | 0.14% | 199 |
|