CWS Financial Advisors’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 | $231K | Sell |
2,152
-318
| -13% | -$34.2K | 0.07% | 124 |
|
|
2025
Q1 | $276K | Sell |
2,470
-11
| -0.4% | -$1.23K | 0.09% | 107 |
|
|
2024
Q4 | $294K | Buy |
2,481
+649
| +35% | +$76.9K | 0.1% | 101 |
|
|
2024
Q3 | $222K | Buy |
1,832
+15
| +0.8% | +$1.82K | 0.08% | 110 |
|
|
2024
Q2 | $213K | Sell |
1,817
-828
| -31% | -$97.1K | 0.08% | 103 |
|
|
2024
Q1 | $311K | Sell |
2,645
-415
| -14% | -$48.7K | 0.13% | 84 |
|
|
2023
Q4 | $317K | Sell |
3,060
-241
| -7% | -$25K | 0.12% | 115 |
|
|
2023
Q3 | $313K | Buy |
3,301
+87
| +3% | +$8.26K | 0.13% | 111 |
|
|
2023
Q2 | $284K | Buy |
+3,214
| New | +$284K | 0.11% | 116 |
|
|
2023
Q1 | – | Sell |
-2,332
| Closed | -$212K | – | 157 |
|
|
2022
Q4 | $212K | Sell |
2,332
-993
| -30% | -$90.3K | 0.09% | 130 |
|
|
2022
Q3 | $285K | Buy |
3,325
+436
| +15% | +$37.4K | 0.14% | 108 |
|
|
2022
Q2 | $276K | Buy |
2,889
+15
| +0.5% | +$1.43K | 0.13% | 115 |
|
|
2022
Q1 | $340K | Buy |
2,874
+30
| +1% | +$3.55K | 0.13% | 107 |
|
|
2021
Q4 | $308K | Buy |
+2,844
| New | +$308K | 0.11% | 116 |
|
|
2021
Q2 | $284K | Buy |
2,768
+436
| +19% | +$44.7K | 0.11% | 119 |
|
|
2021
Q1 | $212K | Buy |
+2,332
| New | +$212K | 0.09% | 130 |
|