Elevated Capital 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	$1.05M	Hold	9,419	–	–	0.29%	87
2025 Q1	$1.05M	Buy	9,419 +499	+6%	+$55.7K	0.29%	87
2024 Q4	$1.06M	Buy	8,920 +105	+1%	+$12.4K	0.29%	92
2024 Q3	$1.07M	Buy	8,815 +571	+7%	+$69.1K	0.28%	95
2024 Q2	$966K	Buy	+8,244	New	+$966K	0.27%	95