Carson 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
$881K Buy
8,201
+1
+0% +$107 0.56% 49
2025
Q1
$916K Sell
8,200
-199
-2% -$22.2K 0.62% 42
2024
Q4
$996K Sell
8,399
-200
-2% -$23.7K 0.69% 38
2024
Q3
$1.04M Sell
8,599
-99
-1% -$12K 0.65% 39
2024
Q2
$1.02M Sell
8,698
-299
-3% -$35K 0.72% 35
2024
Q1
$1.06M Hold
8,997
0.74% 34
2023
Q4
$933K Buy
8,997
+201
+2% +$20.8K 0.73% 37
2023
Q3
$835K Buy
8,796
+100
+1% +$9.49K 0.73% 38
2023
Q2
$767K Buy
8,696
+26
+0.3% +$2.29K 0.65% 45
2023
Q1
$717K Buy
8,670
+151
+2% +$12.5K 0.64% 47
2022
Q4
$847K Sell
8,519
-500
-6% -$49.7K 0.81% 36
2022
Q3
$774K Sell
9,019
-168
-2% -$14.4K 0.86% 35
2022
Q2
$879K Buy
9,187
+500
+6% +$47.8K 0.98% 31
2022
Q1
$1.03M Hold
8,687
1.02% 26
2021
Q4
$940K Buy
+8,687
New +$940K 0.95% 29