Beacon Investment Advisors’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	$565K	Buy	5,274 +12	+0.2%	+$1.29K	0.24%	92
2025 Q1	$588K	Buy	5,262 +11	+0.2%	+$1.23K	0.28%	90
2024 Q4	$622K	Sell	5,251 -11	-0.2%	-$1.3K	0.29%	83
2024 Q3	$637K	Buy	5,262 +9	+0.2%	+$1.09K	0.3%	86
2024 Q2	$616K	Buy	+5,253	New	+$616K	0.31%	80