Clay Northam Wealth Management’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 | $223K | Hold |
2,077
| – | – | 0.14% | 82 |
|
|
2025
Q1 | $232K | Hold |
2,077
| – | – | 0.16% | 79 |
|
|
2024
Q4 | $246K | Hold |
2,077
| – | – | 0.16% | 78 |
|
|
2024
Q3 | $252K | Hold |
2,077
| – | – | 0.17% | 72 |
|
|
2024
Q2 | $243K | Hold |
2,077
| – | – | 0.18% | 67 |
|
|
2024
Q1 | $244K | Hold |
2,077
| – | – | 0.2% | 72 |
|
|
2023
Q4 | $215K | Buy |
+2,077
| New | +$215K | 0.19% | 75 |
|
|
2023
Q1 | – | Sell |
-2,077
| Closed | -$207K | – | 84 |
|
|
2022
Q4 | $207K | Buy |
+2,077
| New | +$207K | 0.24% | 72 |
|
|
2022
Q2 | – | Sell |
-2,077
| Closed | -$245K | – | 81 |
|
|
2022
Q1 | $245K | Sell |
2,077
-30
| -1% | -$3.54K | 0.25% | 70 |
|
|
2021
Q4 | $228K | Buy |
+2,107
| New | +$228K | 0.21% | 82 |
|