CAPTRUST Financial Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $87K | Sell |
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|
2022
Q1 | $134K | Buy |
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|
2021
Q4 | $103K | Sell |
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|
2021
Q3 | $163K | Buy |
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|
2021
Q2 | $132K | Buy |
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|
2021
Q1 | $139K | Buy |
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|
2020
Q4 | $82K | Sell |
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|
2020
Q3 | $82K | Buy |
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|
2020
Q2 | $76K | Sell |
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|
2020
Q1 | $108K | Buy |
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