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 |
|