Beach Investment Counsel’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$212K Hold
1,900
0.03% 115
2024
Q4
$225K Sell
1,900
-300
-14% -$35.5K 0.03% 115
2024
Q3
$266K Hold
2,200
0.03% 120
2024
Q2
$258K Hold
2,200
0.03% 122
2024
Q1
$228K Hold
2,200
0.03% 137
2023
Q4
$228K Hold
2,200
0.03% 136
2023
Q3
$209K Buy
+2,200
New +$209K 0.03% 149
2023
Q1
Sell
-2,200
Closed -$219K 159
2022
Q4
$219K Buy
+2,200
New +$219K 0.03% 147
2022
Q3
Sell
-2,200
Closed -$210K 151
2022
Q2
$210K Hold
2,200
0.03% 151
2022
Q1
$260K Hold
2,200
0.03% 150
2021
Q4
$238K Hold
2,200
0.03% 133
2021
Q3
$231K Hold
2,200
0.02% 162
2021
Q2
$225K Hold
2,200
0.02% 166
2021
Q1
$200K Buy
+2,200
New +$200K 0.02% 159