Blue Bell Private Wealth Management’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 | $71.6K | Buy |
666
+485
| +268% | +$52.1K | 0.01% | 351 |
|
|
2025
Q1 | $20.2K | Sell |
181
-171
| -49% | -$19.1K | ﹤0.01% | 459 |
|
|
2024
Q4 | $41.7K | Sell |
352
-33
| -9% | -$3.91K | 0.01% | 378 |
|
|
2024
Q3 | $46.6K | Buy |
385
+33
| +9% | +$4K | 0.01% | 373 |
|
|
2024
Q2 | $41.3K | Hold |
352
| – | – | 0.01% | 375 |
|
|
2024
Q1 | $41.3K | Buy |
352
+3
| +0.9% | +$352 | 0.01% | 375 |
|
|
2023
Q4 | $36.2K | Hold |
349
| – | – | 0.01% | 363 |
|
|
2023
Q3 | $33.1K | Hold |
349
| – | – | 0.01% | 302 |
|
|
2023
Q2 | $30.8K | Buy |
349
+100
| +40% | +$8.82K | 0.01% | 310 |
|
|
2023
Q1 | $20.6K | Hold |
249
| – | – | 0.01% | 316 |
|
|
2022
Q4 | $24.8K | Hold |
249
| – | – | 0.01% | 289 |
|
|
2022
Q3 | $21K | Hold |
249
| – | – | 0.01% | 293 |
|
|
2022
Q2 | $24K | Hold |
249
| – | – | 0.01% | 290 |
|
|
2022
Q1 | $29K | Sell |
249
-50
| -17% | -$5.82K | 0.01% | 279 |
|
|
2021
Q4 | $32K | Buy |
+299
| New | +$32K | 0.01% | 248 |
|
|
2016
Q4 | – | Sell |
-524
| Closed | -$43K | – | 363 |
|
|
2016
Q3 | $43K | Sell |
524
-32
| -6% | -$2.63K | 0.03% | 223 |
|
|
2016
Q2 | $40K | Hold |
556
| – | – | 0.03% | 234 |
|
|
2016
Q1 | $40K | Hold |
556
| – | – | 0.03% | 240 |
|
|
2015
Q4 | $45K | Hold |
556
| – | – | 0.03% | 223 |
|
|
2015
Q3 | $42K | Sell |
556
-97
| -15% | -$7.33K | 0.03% | 235 |
|
|
2015
Q2 | $57K | Buy |
653
+13
| +2% | +$1.14K | 0.03% | 204 |
|
|
2015
Q1 | $51K | Buy |
640
+32
| +5% | +$2.55K | 0.03% | 215 |
|
|
2014
Q4 | $54K | Hold |
608
| – | – | 0.03% | 216 |
|
|
2014
Q3 | $53K | Hold |
608
| – | – | 0.03% | 226 |
|
|
2014
Q2 | $54K | Sell |
608
-100
| -14% | -$8.88K | 0.03% | 211 |
|
|
2014
Q1 | $60K | Hold |
708
| – | – | 0.04% | 176 |
|
|
2013
Q4 | $65K | Buy |
+708
| New | +$65K | 0.05% | 168 |
|