DA
Doliver Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
3,162
-30
| -0.9% | -$3.22K | 0.09% | 136 |
|
|
2025
Q1 | $356K | Sell |
3,192
-40
| -1% | -$4.47K | 0.1% | 122 |
|
|
2024
Q4 | $383K | Sell |
3,232
-149
| -4% | -$17.7K | 0.11% | 119 |
|
|
2024
Q3 | $409K | Sell |
3,381
-215
| -6% | -$26K | 0.11% | 108 |
|
|
2024
Q2 | $421K | Sell |
3,596
-154
| -4% | -$18K | 0.12% | 104 |
|
|
2024
Q1 | $440K | Sell |
3,750
-81
| -2% | -$9.51K | 0.12% | 100 |
|
|
2023
Q4 | $397K | Sell |
3,831
-253
| -6% | -$26.2K | 0.12% | 107 |
|
|
2023
Q3 | $388K | Sell |
4,084
-50
| -1% | -$4.74K | 0.12% | 106 |
|
|
2023
Q2 | $365K | Sell |
4,134
-87
| -2% | -$7.68K | 0.11% | 121 |
|
|
2023
Q1 | $349K | Buy |
4,221
+1,252
| +42% | +$104K | 0.11% | 116 |
|
|
2022
Q4 | $295K | Sell |
2,969
-75
| -2% | -$7.46K | 0.1% | 120 |
|
|
2022
Q3 | $261K | Buy |
3,044
+1
| +0% | +$86 | 0.1% | 117 |
|
|
2022
Q2 | $291K | Sell |
3,043
-4
| -0.1% | -$383 | 0.1% | 125 |
|
|
2022
Q1 | $360K | Sell |
3,047
-518
| -15% | -$61.2K | 0.11% | 118 |
|
|
2021
Q4 | $422K | Sell |
3,565
-1,008
| -22% | -$119K | 0.13% | 103 |
|
|
2021
Q3 | $481K | Buy |
4,573
+2
| +0% | +$210 | 0.16% | 103 |
|
|
2021
Q2 | $468K | Sell |
4,571
-1,230
| -21% | -$126K | 0.16% | 92 |
|
|
2021
Q1 | $528K | Sell |
5,801
-918
| -14% | -$83.6K | 0.2% | 80 |
|
|
2020
Q4 | $525K | Buy |
6,719
+1,004
| +18% | +$78.4K | 0.23% | 73 |
|
|
2020
Q3 | $363K | Buy |
5,715
+369
| +7% | +$23.4K | 0.18% | 97 |
|
|
2020
Q2 | $326K | Buy |
5,346
+1,157
| +28% | +$70.6K | 0.15% | 94 |
|
|
2020
Q1 | $248K | Buy |
4,189
+1,414
| +51% | +$83.7K | 0.12% | 95 |
|
|
2019
Q4 | $260K | Sell |
2,775
-378
| -12% | -$35.4K | 0.1% | 89 |
|
|
2019
Q3 | $284K | Buy |
+3,153
| New | +$284K | 0.11% | 81 |
|