Clearstead Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.65M | Buy |
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|
2024
Q1 | $390K | Sell |
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $787K | Buy |
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|
2023
Q2 | $363K | Buy |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $392K | Buy |
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|
2022
Q2 | $435K | Buy |
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|
2022
Q1 | $497K | Buy |
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|
2021
Q4 | $356K | Buy |
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|
2021
Q3 | $328K | Hold |
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|
2021
Q2 | $320K | Buy |
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|
2021
Q1 | $262K | Hold |
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|
2020
Q4 | $225K | Hold |
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|
2020
Q3 | $183K | Sell |
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|
2020
Q2 | $177K | Buy |
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|
2020
Q1 | $116K | Buy |
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|
2019
Q4 | $209K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $217K | Hold |
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|
2017
Q4 | $241K | Hold |
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|
2017
Q3 | $223K | Hold |
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|
2017
Q2 | $227K | Hold |
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|
2017
Q1 | $224K | Hold |
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|
2016
Q4 | $219K | Buy |
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