Beacon Financial Group’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 | $254K | Sell |
2,364
-460
| -16% | -$49.4K | 0.03% | 307 |
|
|
2025
Q1 | $315K | Sell |
2,824
-716
| -20% | -$80K | 0.03% | 272 |
|
|
2024
Q4 | $420K | Sell |
3,540
-99
| -3% | -$11.7K | 0.05% | 238 |
|
|
2024
Q3 | $441K | Sell |
3,639
-373
| -9% | -$45.2K | 0.05% | 228 |
|
|
2024
Q2 | $470K | Sell |
4,012
-112
| -3% | -$13.1K | 0.05% | 215 |
|
|
2024
Q1 | $484K | Sell |
4,124
-706
| -15% | -$82.9K | 0.06% | 218 |
|
|
2023
Q4 | $501K | Sell |
4,830
-30
| -0.6% | -$3.11K | 0.06% | 214 |
|
|
2023
Q3 | $460K | Sell |
4,860
-289
| -6% | -$27.4K | 0.07% | 179 |
|
|
2023
Q2 | $452K | Sell |
5,149
-633
| -11% | -$55.6K | 0.06% | 178 |
|
|
2023
Q1 | $487K | Sell |
5,782
-3,003
| -34% | -$253K | 0.07% | 176 |
|
|
2022
Q4 | $874K | Buy |
8,785
+133
| +2% | +$13.2K | 0.12% | 144 |
|
|
2022
Q3 | $747K | Hold |
8,652
| – | – | 0.12% | 152 |
|
|
2022
Q2 | $833K | Buy |
8,652
+74
| +0.9% | +$7.13K | 0.12% | 152 |
|
|
2022
Q1 | $1.03M | Buy |
8,578
+306
| +4% | +$36.8K | 0.14% | 143 |
|
|
2021
Q4 | $909K | Buy |
8,272
+118
| +1% | +$13K | 0.12% | 151 |
|
|
2021
Q3 | $863K | Buy |
8,154
+533
| +7% | +$56.4K | 0.12% | 148 |
|
|
2021
Q2 | $755K | Buy |
7,621
+793
| +12% | +$78.6K | 0.11% | 153 |
|
|
2021
Q1 | $574K | Hold |
6,828
| – | – | 0.09% | 157 |
|
|
2020
Q4 | $574K | Sell |
6,828
-216
| -3% | -$18.2K | 0.09% | 160 |
|
|
2020
Q3 | $447K | Sell |
7,044
-119
| -2% | -$7.55K | 0.08% | 156 |
|
|
2020
Q2 | $424K | Buy |
7,163
+868
| +14% | +$51.4K | 0.08% | 151 |
|
|
2020
Q1 | $338K | Sell |
6,295
-293
| -4% | -$15.7K | 0.07% | 147 |
|
|
2019
Q4 | $618K | Buy |
6,588
+2,009
| +44% | +$188K | 0.08% | 145 |
|
|
2019
Q3 | $413K | Sell |
4,579
-145
| -3% | -$13.1K | 0.07% | 151 |
|
|
2019
Q2 | $477K | Sell |
4,724
-195
| -4% | -$19.7K | 0.08% | 144 |
|
|
2019
Q1 | $452 | Sell |
4,919
-430
| -8% | -$40 | 0.07% | 137 |
|
|
2018
Q4 | $432K | Buy |
5,349
+327
| +7% | +$26.4K | 0.08% | 135 |
|
|
2018
Q3 | $509K | Sell |
5,022
-73
| -1% | -$7.4K | 0.09% | 135 |
|
|
2018
Q2 | $476K | Sell |
5,095
-326
| -6% | -$30.5K | 0.08% | 139 |
|
|
2018
Q1 | $561K | Sell |
5,421
-871
| -14% | -$90.1K | 0.1% | 136 |
|
|
2017
Q4 | $723K | Sell |
6,292
-3,801
| -38% | -$437K | 0.13% | 118 |
|
|
2017
Q3 | $1.07M | Buy |
10,093
+7
| +0.1% | +$744 | 0.19% | 90 |
|
|
2017
Q2 | $1.09M | Sell |
10,086
-293
| -3% | -$31.8K | 0.21% | 83 |
|
|
2017
Q1 | $1.11M | Buy |
10,379
+950
| +10% | +$102K | 0.21% | 81 |
|
|
2016
Q4 | $981K | Sell |
9,429
-402
| -4% | -$41.8K | 0.2% | 81 |
|
|
2016
Q3 | $786K | Buy |
9,831
+700
| +8% | +$56K | 0.17% | 88 |
|
|
2016
Q2 | $640K | Buy |
+9,131
| New | +$640K | 0.14% | 98 |
|