Bogart Wealth LLC’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 | $11.2M | Buy |
104,491
+4,062
| +4% | +$436K | 0.48% | 51 |
|
|
2025
Q1 | $11.2M | Buy |
100,429
+40,613
| +68% | +$4.54M | 0.53% | 45 |
|
|
2024
Q4 | $7.09M | Sell |
59,816
-103
| -0.2% | -$12.2K | 0.34% | 70 |
|
|
2024
Q3 | $7.26M | Sell |
59,919
-333
| -0.6% | -$40.3K | 0.34% | 66 |
|
|
2024
Q2 | $7.06M | Sell |
60,252
-411
| -0.7% | -$48.2K | 0.36% | 64 |
|
|
2024
Q1 | $7.12M | Buy |
60,663
+67
| +0.1% | +$7.87K | 0.37% | 70 |
|
|
2023
Q4 | $6.28M | Sell |
60,596
-1,206
| -2% | -$125K | 0.35% | 73 |
|
|
2023
Q3 | $5.86M | Sell |
61,802
-549
| -0.9% | -$52.1K | 0.36% | 70 |
|
|
2023
Q2 | $5.5M | Buy |
62,351
+1,287
| +2% | +$114K | 0.35% | 75 |
|
|
2023
Q1 | $5.05M | Buy |
61,064
+5,398
| +10% | +$447K | 0.34% | 74 |
|
|
2022
Q4 | $5.54M | Buy |
55,666
+2,898
| +5% | +$288K | 0.39% | 60 |
|
|
2022
Q3 | $4.53M | Buy |
52,768
+8,431
| +19% | +$723K | 0.38% | 55 |
|
|
2022
Q2 | $4.24M | Buy |
44,337
+7,828
| +21% | +$749K | 0.37% | 54 |
|
|
2022
Q1 | $4.31M | Buy |
36,509
+4,373
| +14% | +$517K | 0.37% | 52 |
|
|
2021
Q4 | $3.48M | Buy |
32,136
+30,694
| +2,129% | +$3.32M | 0.31% | 65 |
|
|
2021
Q3 | $152K | Buy |
1,442
+24
| +2% | +$2.53K | 0.02% | 166 |
|
|
2021
Q2 | $145K | Hold |
1,418
| – | – | 0.02% | 160 |
|
|
2021
Q1 | $129K | Buy |
1,418
+45
| +3% | +$4.09K | 0.02% | 155 |
|
|
2020
Q4 | $107K | Hold |
1,373
| – | – | 0.02% | 154 |
|
|
2020
Q3 | $87K | Hold |
1,373
| – | – | 0.02% | 155 |
|
|
2020
Q2 | $84K | Buy |
1,373
+903
| +192% | +$55.2K | 0.02% | 148 |
|
|
2020
Q1 | $25K | Hold |
470
| – | – | 0.01% | 205 |
|
|
2019
Q4 | $44K | Hold |
470
| – | – | 0.01% | 178 |
|
|
2019
Q3 | $42K | Buy |
470
+381
| +428% | +$34K | 0.02% | 164 |
|
|
2019
Q2 | $8K | Hold |
89
| – | – | ﹤0.01% | 260 |
|
|
2019
Q1 | $8K | Buy |
89
+37
| +71% | +$3.33K | ﹤0.01% | 256 |
|
|
2018
Q4 | $4K | Hold |
52
| – | – | ﹤0.01% | 294 |
|
|
2018
Q3 | $5K | Hold |
52
| – | – | ﹤0.01% | 271 |
|
|
2018
Q2 | $4K | Hold |
52
| – | – | ﹤0.01% | 295 |
|
|
2018
Q1 | $5K | Hold |
52
| – | – | ﹤0.01% | 282 |
|
|
2017
Q4 | $6K | Hold |
52
| – | – | ﹤0.01% | 269 |
|
|
2017
Q3 | $6K | Buy |
+52
| New | +$6K | ﹤0.01% | 267 |
|