Creative Planning’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 | $7.38M | Sell |
68,648
-10,232
| -13% | -$1.1M | 0.01% | 616 |
|
|
2025
Q1 | $8.81M | Sell |
78,880
-6,048
| -7% | -$675K | 0.01% | 528 |
|
|
2024
Q4 | $10.1M | Sell |
84,928
-7,534
| -8% | -$893K | 0.01% | 443 |
|
|
2024
Q3 | $11.2M | Sell |
92,462
-2,752
| -3% | -$333K | 0.01% | 406 |
|
|
2024
Q2 | $11.2M | Buy |
95,214
+9,889
| +12% | +$1.16M | 0.01% | 384 |
|
|
2024
Q1 | $10M | Buy |
85,325
+1,360
| +2% | +$160K | 0.01% | 409 |
|
|
2023
Q4 | $8.71M | Sell |
83,965
-35,552
| -30% | -$3.69M | 0.02% | 411 |
|
|
2023
Q3 | $11.3M | Sell |
119,517
-112,981
| -49% | -$10.7M | 0.02% | 331 |
|
|
2023
Q2 | $20.5M | Buy |
232,498
+714
| +0.3% | +$63K | 0.03% | 218 |
|
|
2023
Q1 | $19.2M | Sell |
231,784
-889
| -0.4% | -$73.6K | 0.03% | 222 |
|
|
2022
Q4 | $23.1M | Buy |
232,673
+16,734
| +8% | +$1.66M | 0.03% | 195 |
|
|
2022
Q3 | $18.5M | Buy |
215,939
+288
| +0.1% | +$24.7K | 0.03% | 202 |
|
|
2022
Q2 | $20.6M | Sell |
215,651
-3,353
| -2% | -$321K | 0.03% | 189 |
|
|
2022
Q1 | $25.9M | Buy |
219,004
+185,593
| +555% | +$21.9M | 0.04% | 170 |
|
|
2021
Q4 | $3.62M | Sell |
33,411
-66
| -0.2% | -$7.14K | 0.01% | 507 |
|
|
2021
Q3 | $3.52M | Sell |
33,477
-6,166
| -16% | -$649K | 0.01% | 512 |
|
|
2021
Q2 | $4.06M | Buy |
39,643
+4,382
| +12% | +$449K | 0.01% | 463 |
|
|
2021
Q1 | $3.21M | Buy |
35,261
+684
| +2% | +$62.3K | 0.01% | 533 |
|
|
2020
Q4 | $2.7M | Buy |
34,577
+785
| +2% | +$61.3K | 0.01% | 552 |
|
|
2020
Q3 | $2.15M | Buy |
33,792
+1,276
| +4% | +$81K | 0.01% | 537 |
|
|
2020
Q2 | $1.98M | Buy |
32,516
+2,268
| +7% | +$138K | 0.01% | 494 |
|
|
2020
Q1 | $1.58M | Sell |
30,248
-797
| -3% | -$41.6K | 0.01% | 492 |
|
|
2019
Q4 | $2.91M | Sell |
31,045
-902
| -3% | -$84.5K | 0.01% | 402 |
|
|
2019
Q3 | $2.87M | Buy |
31,947
+2,420
| +8% | +$218K | 0.01% | 403 |
|
|
2019
Q2 | $2.98M | Buy |
29,527
+5,183
| +21% | +$523K | 0.01% | 386 |
|
|
2019
Q1 | $2.24M | Buy |
24,344
+979
| +4% | +$90K | 0.01% | 427 |
|
|
2018
Q4 | $1.91M | Buy |
23,365
+1,133
| +5% | +$92.4K | 0.01% | 430 |
|
|
2018
Q3 | $2.25M | Sell |
22,232
-1,668
| -7% | -$169K | 0.01% | 449 |
|
|
2018
Q2 | $2.24M | Buy |
23,900
+668
| +3% | +$62.5K | 0.01% | 437 |
|
|
2018
Q1 | $2.41M | Sell |
23,232
-1,356
| -6% | -$140K | 0.01% | 417 |
|
|
2017
Q4 | $2.83M | Buy |
24,588
+754
| +3% | +$86.7K | 0.01% | 368 |
|
|
2017
Q3 | $2.53M | Buy |
23,834
+3,330
| +16% | +$354K | 0.01% | 393 |
|
|
2017
Q2 | $2.22M | Buy |
20,504
+7,112
| +53% | +$769K | 0.01% | 414 |
|
|
2017
Q1 | $1.43M | Buy |
13,392
+1,125
| +9% | +$120K | 0.01% | 538 |
|
|
2016
Q4 | $1.28M | Buy |
12,267
+200
| +2% | +$20.8K | 0.01% | 532 |
|
|
2016
Q3 | $985K | Buy |
12,067
+2,301
| +24% | +$188K | 0.01% | 596 |
|
|
2016
Q2 | $697K | Buy |
9,766
+305
| +3% | +$21.8K | 0.01% | 646 |
|
|
2016
Q1 | $683K | Sell |
9,461
-697
| -7% | -$50.3K | 0.01% | 626 |
|
|
2015
Q4 | $827K | Buy |
10,158
+2,032
| +25% | +$165K | 0.01% | 565 |
|
|
2015
Q3 | $619K | Buy |
+8,126
| New | +$619K | 0.01% | 658 |
|
|
2015
Q2 | – | Sell |
-6,933
| Closed | -$557K | – | 2403 |
|
|
2015
Q1 | $557K | Sell |
6,933
-219
| -3% | -$17.6K | 0.01% | 689 |
|
|
2014
Q4 | $647K | Buy |
7,152
+1,016
| +17% | +$91.9K | 0.01% | 600 |
|
|
2014
Q3 | $540K | Sell |
6,136
-10,267
| -63% | -$904K | 0.01% | 622 |
|
|
2014
Q2 | $1.46M | Sell |
16,403
-4,328
| -21% | -$384K | 0.02% | 292 |
|
|
2014
Q1 | $1.76M | Buy |
20,731
+15,618
| +305% | +$1.32M | 0.03% | 222 |
|
|
2013
Q4 | $471K | Sell |
5,113
-52
| -1% | -$4.79K | 0.01% | 533 |
|
|
2013
Q3 | $403K | Buy |
5,165
+1,637
| +46% | +$128K | 0.01% | 505 |
|
|
2013
Q2 | $258K | Buy |
+3,528
| New | +$258K | 0.01% | 602 |
|