Cetera Trust Company’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
6,870
+1,250
| +22% | +$31.3K | 0.1% | 178 |
|
|
2025
Q1 | $121K | Buy |
5,620
+2,125
| +61% | +$45.7K | 0.08% | 189 |
|
|
2024
Q4 | $55.7K | Sell |
3,495
-6,000
| -63% | -$95.6K | 0.04% | 218 |
|
|
2024
Q3 | $176K | Hold |
9,495
| – | – | 0.11% | 182 |
|
|
2024
Q2 | $174K | Buy |
9,495
+450
| +5% | +$8.24K | 0.11% | 175 |
|
|
2024
Q1 | $174K | Buy |
9,045
+4,225
| +88% | +$81.4K | 0.1% | 178 |
|
|
2023
Q4 | $108K | Buy |
+4,820
| New | +$108K | 0.07% | 191 |
|