Cornerstone Planning Group’s Prudential PUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.51K Buy
294
+84
+40% +$2.15K ﹤0.01% 626
2025
Q1
$4.46K Buy
210
+72
+52% +$1.53K ﹤0.01% 768
2024
Q4
$2.28K Buy
138
+91
+194% +$1.5K ﹤0.01% 766
2024
Q3
$790 Buy
47
+27
+135% +$454 ﹤0.01% 992
2024
Q2
$327 Sell
20
-8
-29% -$131 ﹤0.01% 1135
2024
Q1
$532 Buy
28
+12
+75% +$228 ﹤0.01% 925
2023
Q4
$359 Hold
16
﹤0.01% 813
2023
Q3
$351 Buy
+16
New +$351 ﹤0.01% 951