Empirical 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 | $627K | Buy |
5,836
+508
| +10% | +$54.6K | 0.01% | 384 |
|
|
2025
Q1 | $595K | Buy |
5,328
+309
| +6% | +$34.5K | 0.02% | 375 |
|
|
2024
Q4 | $595K | Buy |
5,019
+72
| +1% | +$8.53K | 0.02% | 355 |
|
|
2024
Q3 | $599K | Buy |
4,947
+210
| +4% | +$25.4K | 0.02% | 340 |
|
|
2024
Q2 | $555K | Buy |
4,737
+1,289
| +37% | +$151K | 0.02% | 335 |
|
|
2024
Q1 | $405K | Buy |
3,448
+1,363
| +65% | +$160K | 0.01% | 378 |
|
|
2023
Q4 | $216K | Buy |
+2,085
| New | +$216K | 0.01% | 458 |
|