CIA
Concurrent Investment Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
13,447
-1,069
| -7% | -$115K | 0.03% | 506 |
|
|
2025
Q1 | $1.62M | Buy |
14,516
+1,151
| +9% | +$129K | 0.04% | 410 |
|
|
2024
Q4 | $1.58M | Sell |
13,365
-9,612
| -42% | -$1.14M | 0.04% | 376 |
|
|
2024
Q3 | $2.78M | Buy |
22,977
+1,733
| +8% | +$210K | 0.08% | 233 |
|
|
2024
Q2 | $2.49M | Sell |
21,244
-3,032
| -12% | -$355K | 0.08% | 230 |
|
|
2024
Q1 | $2.85M | Buy |
24,276
+543
| +2% | +$63.7K | 0.11% | 185 |
|
|
2023
Q4 | $2.46M | Buy |
+23,733
| New | +$2.46M | 0.12% | 193 |
|