Buck Wealth Strategies’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
-6,521
Closed -$773K 133
2024
Q4
$773K Buy
6,521
+2,699
+71% +$320K 0.16% 56
2024
Q3
$463K Sell
3,822
-2,024
-35% -$245K 0.15% 55
2024
Q2
$685K Sell
5,846
-46,715
-89% -$5.47M 0.2% 48
2024
Q1
$6.17M Buy
52,561
+46,366
+748% +$5.44M 2.12% 18
2023
Q4
$642K Sell
6,195
-269
-4% -$27.9K 0.24% 39
2023
Q3
$613K Buy
6,464
+5,737
+789% +$544K 0.25% 45
2023
Q2
$64.1K Buy
+727
New +$64.1K 0.03% 66
2022
Q3
$232K Buy
+2,442
New +$232K 0.11% 48