Carolina Wealth Advisors’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 | $25.2K | Hold |
235
| – | – | 0.01% | 114 |
|
|
2025
Q1 | $26.2K | Hold |
235
| – | – | 0.01% | 107 |
|
|
2024
Q4 | $27.9K | Hold |
235
| – | – | 0.02% | 113 |
|
|
2024
Q3 | $28.5K | Sell |
235
-4,798
| -95% | -$581K | 0.01% | 137 |
|
|
2024
Q2 | $590K | Buy |
5,033
+55
| +1% | +$6.45K | 0.29% | 48 |
|
|
2024
Q1 | $585K | Buy |
4,978
+54
| +1% | +$6.34K | 0.32% | 48 |
|
|
2023
Q4 | $511K | Hold |
4,924
| – | – | 0.26% | 56 |
|
|
2023
Q3 | $467K | Buy |
4,924
+4,689
| +1,995% | +$445K | 0.26% | 62 |
|
|
2023
Q2 | $20.7K | Hold |
235
| – | – | 0.01% | 128 |
|
|
2023
Q1 | $19.4K | Hold |
235
| – | – | 0.01% | 131 |
|
|
2022
Q4 | $23K | Hold |
235
| – | – | 0.01% | 123 |
|
|
2022
Q3 | $20K | Hold |
235
| – | – | 0.02% | 125 |
|
|
2022
Q2 | $22K | Hold |
235
| – | – | 0.01% | 142 |
|
|
2022
Q1 | $28K | Hold |
235
| – | – | 0.02% | 143 |
|
|
2021
Q4 | $25K | Hold |
235
| – | – | 0.01% | 159 |
|
|
2021
Q3 | $25K | Hold |
235
| – | – | 0.02% | 153 |
|
|
2021
Q2 | $24K | Hold |
235
| – | – | 0.02% | 159 |
|
|
2021
Q1 | $21K | Hold |
235
| – | – | 0.02% | 168 |
|
|
2020
Q4 | $18K | Hold |
235
| – | – | 0.01% | 121 |
|
|
2020
Q3 | $15K | Buy |
235
+141
| +150% | +$9K | 0.01% | 112 |
|
|
2020
Q2 | $6K | Hold |
94
| – | – | 0.01% | 133 |
|
|
2020
Q1 | $5K | Buy |
+94
| New | +$5K | 0.01% | 131 |
|