BDO 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $531K | Buy |
6,018
+313
| +5% | +$27.6K | 0.06% | 171 |
|
2023
Q1 | $472K | Sell |
5,705
-2
| -0% | -$165 | 0.06% | 172 |
|
2022
Q4 | $568K | Buy |
5,707
+658
| +13% | +$65.4K | 0.07% | 165 |
|
2022
Q3 | $433K | Sell |
5,049
-1,030
| -17% | -$88.3K | 0.06% | 180 |
|
2022
Q2 | $582K | Sell |
6,079
-399
| -6% | -$38.2K | 0.07% | 159 |
|
2022
Q1 | $765K | Buy |
6,478
+239
| +4% | +$28.2K | 0.08% | 147 |
|
2021
Q4 | $675K | Buy |
6,239
+585
| +10% | +$63.3K | 0.07% | 160 |
|
2021
Q3 | $595K | Buy |
5,654
+398
| +8% | +$41.9K | 0.07% | 168 |
|
2021
Q2 | $539K | Buy |
5,256
+98
| +2% | +$10.1K | 0.06% | 177 |
|
2021
Q1 | $470K | Buy |
5,158
+70
| +1% | +$6.38K | 0.06% | 183 |
|
2020
Q4 | $397K | Buy |
5,088
+159
| +3% | +$12.4K | 0.06% | 166 |
|
2020
Q3 | $313K | Buy |
4,929
+467
| +10% | +$29.7K | 0.05% | 172 |
|
2020
Q2 | $272K | Buy |
4,462
+679
| +18% | +$41.4K | 0.05% | 188 |
|
2020
Q1 | $197K | Buy |
3,783
+1,059
| +39% | +$55.1K | 0.04% | 207 |
|
2019
Q4 | $255K | Buy |
2,724
+319
| +13% | +$29.9K | 0.07% | 169 |
|
2019
Q3 | $216K | Buy |
2,405
+147
| +7% | +$13.2K | 0.06% | 186 |
|
2019
Q2 | $228K | Buy |
2,258
+515
| +30% | +$52K | 0.06% | 179 |
|
2019
Q1 | $160K | Buy |
1,743
+538
| +45% | +$49.4K | 0.05% | 187 |
|
2018
Q4 | $98K | Buy |
1,205
+441
| +58% | +$35.9K | 0.03% | 204 |
|
2018
Q3 | $77K | Sell |
764
-40
| -5% | -$4.03K | 0.02% | 243 |
|
2018
Q2 | $75K | Buy |
804
+60
| +8% | +$5.6K | 0.03% | 243 |
|
2018
Q1 | $77K | Buy |
744
+440
| +145% | +$45.5K | 0.03% | 202 |
|
2017
Q4 | $35K | Buy |
304
+125
| +70% | +$14.4K | 0.02% | 235 |
|
2017
Q3 | $19K | Hold |
179
| – | – | 0.01% | 263 |
|
2017
Q2 | $19K | Buy |
+179
| New | +$19K | 0.01% | 309 |
|