CreativeOne Wealth’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
$1.84M Buy
17,150
+1,555
+10% +$167K 0.05% 367
2025
Q1
$1.74M Sell
15,595
-4,243
-21% -$474K 0.05% 329
2024
Q4
$2.35M Buy
19,838
+3,392
+21% +$402K 0.07% 252
2024
Q3
$1.99M Buy
16,446
+6,209
+61% +$752K 0.07% 265
2024
Q2
$1.2M Buy
10,237
+1,834
+22% +$215K 0.06% 285
2024
Q1
$986K Buy
8,403
+3,543
+73% +$416K 0.04% 382
2023
Q4
$504K Buy
4,860
+408
+9% +$42.3K 0.03% 367
2023
Q3
$422K Sell
4,452
-241
-5% -$22.8K 0.03% 367
2023
Q2
$415K Buy
4,693
+410
+10% +$36.3K 0.02% 547
2023
Q1
$354K Buy
4,283
+142
+3% +$11.7K 0.02% 574
2022
Q4
$412K Buy
4,141
+269
+7% +$26.8K 0.02% 484
2022
Q3
$332K Sell
3,872
-304
-7% -$26.1K 0.02% 509
2022
Q2
$399K Buy
4,176
+201
+5% +$19.2K 0.02% 463
2022
Q1
$470K Buy
3,975
+581
+17% +$68.7K 0.02% 448
2021
Q4
$367K Buy
3,394
+1,098
+48% +$119K 0.02% 538
2021
Q3
$242K Buy
+2,296
New +$242K 0.01% 611