Beacon Investment Advisory Services’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 | – | Sell |
-2,469
| Closed | -$293K | – | 245 |
|
|
2024
Q4 | $293K | Sell |
2,469
-553
| -18% | -$65.5K | 0.01% | 209 |
|
|
2024
Q3 | $366K | Sell |
3,022
-402
| -12% | -$48.7K | 0.02% | 202 |
|
|
2024
Q2 | $401K | Sell |
3,424
-843
| -20% | -$98.8K | 0.02% | 189 |
|
|
2024
Q1 | $501K | Sell |
4,267
-599
| -12% | -$70.3K | 0.02% | 177 |
|
|
2023
Q4 | $505K | Sell |
4,866
-520
| -10% | -$53.9K | 0.02% | 180 |
|
|
2023
Q3 | $511K | Sell |
5,386
-196
| -4% | -$18.6K | 0.03% | 191 |
|
|
2023
Q2 | $492K | Buy |
5,582
+855
| +18% | +$75.4K | 0.02% | 197 |
|
|
2023
Q1 | $391K | Buy |
4,727
+204
| +5% | +$16.9K | 0.02% | 207 |
|
|
2022
Q4 | $450K | Sell |
4,523
-20
| -0.4% | -$1.99K | 0.02% | 194 |
|
|
2022
Q3 | $390K | Sell |
4,543
-490
| -10% | -$42.1K | 0.02% | 203 |
|
|
2022
Q2 | $482K | Buy |
5,033
+659
| +15% | +$63.1K | 0.03% | 191 |
|
|
2022
Q1 | $517K | Buy |
4,374
+270
| +7% | +$31.9K | 0.02% | 204 |
|
|
2021
Q4 | $444K | Buy |
+4,104
| New | +$444K | 0.02% | 222 |
|