Congress Wealth Management’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 | $490K | Sell |
4,564
-4,267
| -48% | -$459K | ﹤0.01% | 933 |
|
|
2025
Q1 | $991K | Buy |
8,831
+5,589
| +172% | +$627K | 0.01% | 638 |
|
|
2024
Q4 | $384K | Buy |
3,242
+1,075
| +50% | +$127K | 0.01% | 709 |
|
|
2024
Q3 | $263K | Buy |
+2,167
| New | +$263K | ﹤0.01% | 769 |
|
|
2024
Q1 | – | Sell |
-2,264
| Closed | -$235K | – | 624 |
|
|
2023
Q4 | $235K | Buy |
+2,264
| New | +$235K | ﹤0.01% | 568 |
|