Concurrent Investment Advisors’s Prudential PUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Sell
10,472
-2,965
-22% -$74.2K 0.01% 1122
2025
Q1
$289K Buy
+13,437
New +$289K 0.01% 940