CA
Clearstead Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
14,798
+970
| +7% | +$104K | 0.02% | 355 |
|
|
2025
Q1 | $1.54M | Sell |
13,828
-513
| -4% | -$57.3K | 0.02% | 341 |
|
|
2024
Q4 | $1.7M | Buy |
14,341
+68
| +0.5% | +$8.06K | 0.03% | 316 |
|
|
2024
Q3 | $1.73M | Buy |
14,273
+227
| +2% | +$27.5K | 0.03% | 323 |
|
|
2024
Q2 | $1.65M | Buy |
14,046
+10,735
| +324% | +$1.26M | 0.03% | 303 |
|
|
2024
Q1 | $390K | Sell |
3,311
-18
| -0.5% | -$2.12K | 0.02% | 352 |
|
|
2023
Q4 | $345K | Sell |
3,329
-4,962
| -60% | -$515K | 0.02% | 372 |
|
|
2023
Q3 | $787K | Buy |
8,291
+4,179
| +102% | +$397K | 0.02% | 339 |
|
|
2023
Q2 | $363K | Buy |
4,112
+151
| +4% | +$13.3K | 0.02% | 340 |
|
|
2023
Q1 | $328K | Sell |
3,961
-477
| -11% | -$39.5K | 0.02% | 325 |
|
|
2022
Q4 | $441K | Sell |
4,438
-128
| -3% | -$12.7K | 0.03% | 273 |
|
|
2022
Q3 | $392K | Buy |
4,566
+17
| +0.4% | +$1.46K | 0.04% | 267 |
|
|
2022
Q2 | $435K | Buy |
4,549
+347
| +8% | +$33.2K | 0.03% | 271 |
|
|
2022
Q1 | $497K | Buy |
4,202
+916
| +28% | +$108K | 0.03% | 267 |
|
|
2021
Q4 | $356K | Buy |
3,286
+168
| +5% | +$18.2K | 0.02% | 302 |
|
|
2021
Q3 | $328K | Hold |
3,118
| – | – | 0.02% | 297 |
|
|
2021
Q2 | $320K | Buy |
3,118
+239
| +8% | +$24.5K | 0.02% | 283 |
|
|
2021
Q1 | $262K | Hold |
2,879
| – | – | 0.02% | 299 |
|
|
2020
Q4 | $225K | Hold |
2,879
| – | – | 0.02% | 304 |
|
|
2020
Q3 | $183K | Sell |
2,879
-30
| -1% | -$1.91K | 0.02% | 284 |
|
|
2020
Q2 | $177K | Buy |
2,909
+682
| +31% | +$41.5K | 0.02% | 284 |
|
|
2020
Q1 | $116K | Buy |
2,227
+1
| +0% | +$52 | 0.02% | 310 |
|
|
2019
Q4 | $209K | Buy |
+2,226
| New | +$209K | 0.03% | 269 |
|
|
2019
Q3 | – | Sell |
-2,100
| Closed | -$212K | – | 274 |
|
|
2019
Q2 | $212K | Buy |
+2,100
| New | +$212K | 0.03% | 261 |
|
|
2018
Q4 | – | Sell |
-2,100
| Closed | -$213K | – | 260 |
|
|
2018
Q3 | $213K | Buy |
+2,100
| New | +$213K | 0.03% | 217 |
|
|
2018
Q2 | – | Sell |
-2,100
| Closed | -$217K | – | 230 |
|
|
2018
Q1 | $217K | Hold |
2,100
| – | – | 0.03% | 209 |
|
|
2017
Q4 | $241K | Hold |
2,100
| – | – | 0.03% | 206 |
|
|
2017
Q3 | $223K | Hold |
2,100
| – | – | 0.03% | 227 |
|
|
2017
Q2 | $227K | Hold |
2,100
| – | – | 0.03% | 213 |
|
|
2017
Q1 | $224K | Hold |
2,100
| – | – | 0.03% | 206 |
|
|
2016
Q4 | $219K | Buy |
+2,100
| New | +$219K | 0.04% | 195 |
|