Connecticut 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 | $572K | Sell |
5,322
-74
| -1% | -$7.95K | 0.03% | 209 |
|
|
2025
Q1 | $603K | Buy |
5,396
+2
| +0% | +$223 | 0.03% | 195 |
|
|
2024
Q4 | $639K | Buy |
5,394
+35
| +0.7% | +$4.15K | 0.03% | 169 |
|
|
2024
Q3 | $649K | Buy |
5,359
+2
| +0% | +$242 | 0.03% | 194 |
|
|
2024
Q2 | $628K | Buy |
+5,357
| New | +$628K | 0.03% | 197 |
|
|
2023
Q1 | – | Sell |
-5,259
| Closed | -$523K | – | 257 |
|
|
2022
Q4 | $523K | Buy |
5,259
+1,266
| +32% | +$126K | 0.04% | 115 |
|
|
2022
Q3 | $343K | Buy |
3,993
+148
| +4% | +$12.7K | 0.03% | 132 |
|
|
2022
Q2 | $368K | Buy |
3,845
+952
| +33% | +$91.1K | 0.03% | 136 |
|
|
2022
Q1 | $342K | Sell |
2,893
-5,774
| -67% | -$683K | 0.03% | 143 |
|
|
2021
Q4 | $938K | Buy |
+8,667
| New | +$938K | 0.07% | 89 |
|
|
2017
Q4 | – | Sell |
-3,126
| Closed | -$341K | – | 65 |
|
|
2017
Q3 | $341K | Sell |
3,126
-56
| -2% | -$6.11K | 0.2% | 47 |
|
|
2017
Q2 | $354K | Buy |
3,182
+56
| +2% | +$6.23K | 0.22% | 46 |
|
|
2017
Q1 | $330K | Hold |
3,126
| – | – | 0.2% | 48 |
|
|
2016
Q4 | $333K | Hold |
3,126
| – | – | 0.21% | 47 |
|
|
2016
Q3 | $258K | Buy |
+3,126
| New | +$258K | 0.19% | 46 |
|