Cape Investment Advisory’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 | $29.8K | Buy |
277
+2
| +0.7% | +$215 | 0.01% | 448 |
|
|
2025
Q1 | $30.7K | Buy |
275
+1
| +0.4% | +$112 | 0.01% | 410 |
|
|
2024
Q4 | $32.5K | Buy |
274
+48
| +21% | +$5.7K | 0.01% | 406 |
|
|
2024
Q3 | $27.4K | Buy |
226
+134
| +146% | +$16.2K | 0.01% | 405 |
|
|
2024
Q2 | $10.8K | Hold |
92
| – | – | ﹤0.01% | 508 |
|
|
2024
Q1 | $10.8K | Hold |
92
| – | – | 0.01% | 529 |
|
|
2023
Q4 | $9.54K | Hold |
92
| – | – | ﹤0.01% | 677 |
|
|
2023
Q3 | $8.73K | Hold |
92
| – | – | ﹤0.01% | 579 |
|
|
2023
Q2 | $8.12K | Hold |
92
| – | – | ﹤0.01% | 588 |
|
|
2023
Q1 | $7.61K | Buy |
+92
| New | +$7.61K | ﹤0.01% | 589 |
|