Callan Family Office’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 | $1.5M | Buy |
13,917
+9,582
| +221% | +$1.03M | 0.05% | 317 |
|
|
2025
Q1 | $484K | Sell |
4,335
-2,446
| -36% | -$273K | 0.04% | 329 |
|
|
2024
Q4 | $804K | Buy |
6,781
+4,846
| +250% | +$574K | 0.05% | 287 |
|
|
2024
Q3 | $234K | Buy |
1,935
+132
| +7% | +$16K | 0.04% | 165 |
|
|
2024
Q2 | $211K | Buy |
+1,803
| New | +$211K | 0.04% | 146 |
|