Cerity Partners’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
134,310
+11,341
| +9% | +$1.22M | 0.03% | 428 |
|
|
2025
Q1 | $13.7M | Sell |
122,969
-13,206
| -10% | -$1.47M | 0.03% | 412 |
|
|
2024
Q4 | $16.2M | Buy |
136,175
+5,397
| +4% | +$642K | 0.04% | 366 |
|
|
2024
Q3 | $15.8M | Buy |
130,778
+5,011
| +4% | +$607K | 0.04% | 368 |
|
|
2024
Q2 | $14.7M | Sell |
125,767
-13,960
| -10% | -$1.64M | 0.04% | 330 |
|
|
2024
Q1 | $16.4M | Buy |
139,727
+24,071
| +21% | +$2.83M | 0.04% | 337 |
|
|
2023
Q4 | $12M | Sell |
115,656
-4,724
| -4% | -$490K | 0.04% | 332 |
|
|
2023
Q3 | $11.4M | Sell |
120,380
-17,118
| -12% | -$1.62M | 0.06% | 268 |
|
|
2023
Q2 | $12.1M | Buy |
137,498
+53,461
| +64% | +$4.72M | 0.05% | 322 |
|
|
2023
Q1 | $7.03M | Sell |
84,037
-12,067
| -13% | -$1.01M | 0.02% | 426 |
|
|
2022
Q4 | $9.56M | Sell |
96,104
-38,609
| -29% | -$3.84M | 0.06% | 270 |
|
|
2022
Q3 | $11.6M | Sell |
134,713
-24,139
| -15% | -$2.07M | 0.14% | 137 |
|
|
2022
Q2 | $15.2M | Buy |
158,852
+146,121
| +1,148% | +$14M | 0.17% | 125 |
|
|
2022
Q1 | $1.5M | Buy |
12,731
+8,162
| +179% | +$964K | 0.02% | 375 |
|
|
2021
Q4 | $498K | Buy |
+4,569
| New | +$498K | 0.01% | 599 |
|
|
2018
Q4 | – | Sell |
-1,977
| Closed | -$200K | – | 545 |
|
|
2018
Q3 | $200K | Sell |
1,977
-249
| -11% | -$25.2K | 0.01% | 514 |
|
|
2018
Q2 | $208K | Buy |
+2,226
| New | +$208K | 0.02% | 509 |
|
|
2018
Q1 | – | Sell |
-2,747
| Closed | -$316K | – | 570 |
|
|
2017
Q4 | $316K | Sell |
2,747
-326
| -11% | -$37.5K | 0.02% | 434 |
|
|
2017
Q3 | $327K | Sell |
3,073
-80,939
| -96% | -$8.61M | 0.02% | 413 |
|
|
2017
Q2 | $7.32M | Buy |
84,012
+80,511
| +2,300% | +$7.02M | 0.61% | 30 |
|
|
2017
Q1 | $373K | Buy |
+3,501
| New | +$373K | 0.03% | 294 |
|