Beacon Pointe 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 | $851K | Buy |
7,925
+44
| +0.6% | +$4.73K | 0.01% | 710 |
|
2025
Q1 | $880K | Buy |
7,881
+188
| +2% | +$21K | 0.01% | 668 |
|
2024
Q4 | $912K | Sell |
7,693
-1,684
| -18% | -$200K | 0.01% | 655 |
|
2024
Q3 | $1.14M | Sell |
9,377
-1,118
| -11% | -$135K | 0.01% | 600 |
|
2024
Q2 | $1.23M | Sell |
10,495
-79
| -0.7% | -$9.26K | 0.01% | 584 |
|
2024
Q1 | $1.24M | Sell |
10,574
-1,420
| -12% | -$167K | 0.01% | 625 |
|
2023
Q4 | $1.24M | Sell |
11,994
-1,724
| -13% | -$179K | 0.01% | 597 |
|
2023
Q3 | $1.3M | Buy |
13,718
+6,884
| +101% | +$653K | 0.02% | 554 |
|
2023
Q2 | $603K | Sell |
6,834
-9,849
| -59% | -$869K | 0.01% | 656 |
|
2023
Q1 | $1.38M | Buy |
16,683
+9,696
| +139% | +$802K | 0.02% | 474 |
|
2022
Q4 | $695K | Buy |
6,987
+660
| +10% | +$65.7K | 0.01% | 592 |
|
2022
Q3 | $545K | Buy |
6,327
+23
| +0.4% | +$1.98K | 0.01% | 609 |
|
2022
Q2 | $602K | Sell |
6,304
-23,055
| -79% | -$2.2M | 0.01% | 592 |
|
2022
Q1 | $3.47M | Buy |
29,359
+21,362
| +267% | +$2.52M | 0.05% | 321 |
|
2021
Q4 | $866K | Buy |
7,997
+4,889
| +157% | +$529K | 0.02% | 402 |
|
2021
Q3 | $327K | Sell |
3,108
-6,141
| -66% | -$646K | 0.01% | 675 |
|
2021
Q2 | $948K | Buy |
+9,249
| New | +$948K | 0.03% | 348 |
|
2021
Q1 | – | Sell |
-2,713
| Closed | -$211K | – | 568 |
|
2020
Q4 | $211K | Buy |
+2,713
| New | +$211K | 0.01% | 461 |
|