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