Dakota Wealth Management’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
$1.6M Sell
14,887
-87
-0.6% -$9.35K 0.03% 304
2025
Q1
$1.67M Sell
14,974
-1,186
-7% -$132K 0.04% 289
2024
Q4
$1.92M Sell
16,160
-972
-6% -$115K 0.04% 267
2024
Q3
$2.07M Sell
17,132
-341
-2% -$41.3K 0.05% 265
2024
Q2
$2.05M Sell
17,473
-102
-0.6% -$12K 0.05% 253
2024
Q1
$2.06M Buy
17,575
+526
+3% +$61.8K 0.05% 257
2023
Q4
$1.77M Sell
17,049
-459
-3% -$47.6K 0.07% 233
2023
Q3
$1.66M Sell
17,508
-1,389
-7% -$132K 0.07% 226
2023
Q2
$1.67M Buy
18,897
+644
+4% +$56.8K 0.08% 203
2023
Q1
$1.51M Sell
18,253
-24
-0.1% -$1.99K 0.1% 178
2022
Q4
$1.82M Sell
18,277
-60
-0.3% -$5.97K 0.13% 160
2022
Q3
$1.57M Sell
18,337
-52,328
-74% -$4.49M 0.13% 173
2022
Q2
$6.76M Buy
70,665
+52,042
+279% +$4.98M 0.62% 36
2022
Q1
$2.2M Buy
+18,623
New +$2.2M 0.18% 136