Creative Planning’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.98M | Buy |
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|
2025
Q2 | $4.61M | Buy |
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|
2025
Q1 | $3.59M | Buy |
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|
2024
Q4 | $2.04M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $693K | Sell |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $510K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $246K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $245K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $618K | Buy |
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|
2017
Q2 | $71K | Buy |
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|
2017
Q1 | $60K | Buy |
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|
2016
Q4 | $39K | Buy |
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|
2016
Q3 | $11K | Buy |
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|
2016
Q2 | $2K | Sell |
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|
2016
Q1 | $77K | Buy |
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|
2015
Q4 | $13K | Buy |
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|
2015
Q3 | $11K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $19K | Sell |
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|
2014
Q4 | $29K | Sell |
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|
2014
Q3 | $242K | Buy |
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|
2014
Q2 | $13K | Sell |
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|
2014
Q1 | $604K | Buy |
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