Crestmont Private 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	$253K	Sell	2,356 -22	-0.9%	-$2.36K	0.09%	67
2025 Q1	$266K	Buy	2,378 +283	+14%	+$31.6K	0.12%	60
2024 Q4	$248K	Sell	2,095 -416	-17%	-$49.3K	0.11%	59
2024 Q3	$304K	Buy	2,511 +46	+2%	+$5.57K	0.13%	57
2024 Q2	$289K	Buy	+2,465	New	+$289K	0.14%	56