BankPlus 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
2025 Q2	$226K	Sell	2,099 -126	-6%	-$13.5K	0.15%	99
2025 Q1	$249K	Buy	2,225 +21	+1%	+$2.35K	0.18%	88
2024 Q4	$261K	Buy	+2,204	New	+$261K	0.19%	92