Eads & Heald 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 | – | Sell |
-1,896
| Closed | -$212K | – | 143 |
|
|
2025
Q1 | $212K | Hold |
1,896
| – | – | 0.11% | 136 |
|
|
2024
Q4 | $225K | Sell |
1,896
-4
| -0.2% | -$475 | 0.11% | 133 |
|
|
2024
Q3 | $230K | Sell |
1,900
-15
| -0.8% | -$1.82K | 0.11% | 137 |
|
|
2024
Q2 | $224K | Sell |
1,915
-140
| -7% | -$16.4K | 0.11% | 136 |
|
|
2024
Q1 | $241K | Sell |
2,055
-187
| -8% | -$21.9K | 0.11% | 130 |
|
|
2023
Q4 | $233K | Sell |
2,242
-132
| -6% | -$13.7K | 0.11% | 138 |
|
|
2023
Q3 | $225K | Sell |
2,374
-5
| -0.2% | -$474 | 0.12% | 135 |
|
|
2023
Q2 | $210K | Buy |
+2,379
| New | +$210K | 0.1% | 143 |
|
|
2023
Q1 | – | Sell |
-2,219
| Closed | -$221K | – | 148 |
|
|
2022
Q4 | $221K | Buy |
+2,219
| New | +$221K | 0.11% | 140 |
|
|
2022
Q3 | – | Sell |
-2,294
| Closed | -$219K | – | 150 |
|
|
2022
Q2 | $219K | Buy |
2,294
+180
| +9% | +$17.2K | 0.12% | 145 |
|
|
2022
Q1 | $250K | Buy |
2,114
+61
| +3% | +$7.21K | 0.12% | 136 |
|
|
2021
Q4 | $222K | Buy |
2,053
+40
| +2% | +$4.33K | 0.1% | 144 |
|
|
2021
Q3 | $212K | Buy |
+2,013
| New | +$212K | 0.1% | 140 |
|