Concord Wealth Partners’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 | $29.7K | Sell |
276
-16
| -5% | -$1.72K | ﹤0.01% | 410 |
|
|
2025
Q1 | $32.6K | Sell |
292
-196
| -40% | -$21.9K | 0.01% | 379 |
|
|
2024
Q4 | $57.8K | Sell |
488
-30
| -6% | -$3.55K | 0.01% | 308 |
|
|
2024
Q3 | $62.7K | Sell |
518
-15
| -3% | -$1.82K | 0.01% | 306 |
|
|
2024
Q2 | $62.5K | Sell |
533
-124
| -19% | -$14.5K | 0.01% | 286 |
|
|
2024
Q1 | $77.2K | Sell |
657
-258
| -28% | -$30.3K | 0.01% | 295 |
|
|
2023
Q4 | $94.9K | Sell |
915
-84
| -8% | -$8.71K | 0.02% | 280 |
|
|
2023
Q3 | $94.8K | Buy |
999
+74
| +8% | +$7.03K | 0.02% | 290 |
|
|
2023
Q2 | $81.6K | Buy |
925
+307
| +50% | +$27.1K | 0.02% | 298 |
|
|
2023
Q1 | $51.1K | Sell |
618
-1,433
| -70% | -$119K | 0.01% | 347 |
|
|
2022
Q4 | $204K | Sell |
2,051
-688
| -25% | -$68.4K | 0.06% | 161 |
|
|
2022
Q3 | $235K | Sell |
2,739
-255
| -9% | -$21.9K | 0.07% | 140 |
|
|
2022
Q2 | $286K | Buy |
2,994
+510
| +21% | +$48.7K | 0.08% | 133 |
|
|
2022
Q1 | $294K | Buy |
2,484
+301
| +14% | +$35.6K | 0.08% | 139 |
|
|
2021
Q4 | $236K | Buy |
2,183
+1,716
| +367% | +$186K | 0.06% | 167 |
|
|
2021
Q3 | $49K | Sell |
467
-1,489
| -76% | -$156K | 0.02% | 222 |
|
|
2021
Q2 | $200K | Buy |
1,956
+1,007
| +106% | +$103K | 0.06% | 133 |
|
|
2021
Q1 | $86K | Buy |
949
+933
| +5,831% | +$84.6K | 0.03% | 240 |
|
|
2020
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 647 |
|