CVA Family Office’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 | $140K | Buy |
1,300
+129
| +11% | +$13.9K | 0.02% | 348 |
|
2025
Q1 | $131K | Sell |
1,171
-162
| -12% | -$18.1K | 0.02% | 349 |
|
2024
Q4 | $158K | Buy |
1,333
+177
| +15% | +$21K | 0.03% | 307 |
|
2024
Q3 | $140K | Buy |
1,156
+78
| +7% | +$9.45K | 0.02% | 312 |
|
2024
Q2 | $126K | Buy |
1,078
+14
| +1% | +$1.64K | 0.02% | 319 |
|
2024
Q1 | $125K | Buy |
1,064
+4
| +0.4% | +$470 | 0.02% | 321 |
|
2023
Q4 | $110K | Buy |
+1,060
| New | +$110K | 0.02% | 324 |
|
2023
Q3 | – | Sell |
-488
| Closed | -$43.1K | – | 765 |
|
2023
Q2 | $43.1K | Buy |
488
+69
| +16% | +$6.09K | 0.01% | 483 |
|
2023
Q1 | $34.7K | Sell |
419
-211
| -33% | -$17.5K | 0.01% | 501 |
|
2022
Q4 | $62.7K | Sell |
630
-80
| -11% | -$7.96K | 0.02% | 371 |
|
2022
Q3 | $61K | Sell |
710
-620
| -47% | -$53.3K | 0.02% | 321 |
|
2022
Q2 | $127K | Sell |
1,330
-265
| -17% | -$25.3K | 0.03% | 217 |
|
2022
Q1 | $188K | Buy |
1,595
+540
| +51% | +$63.6K | 0.05% | 181 |
|
2021
Q4 | $114K | Buy |
+1,055
| New | +$114K | 0.03% | 230 |
|
2021
Q3 | – | Sell |
-850
| Closed | -$87K | – | 758 |
|
2021
Q2 | $87K | Buy |
850
+140
| +20% | +$14.3K | 0.02% | 260 |
|
2021
Q1 | $65K | Buy |
+710
| New | +$65K | 0.02% | 240 |
|