EP Wealth Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $906K | Buy |
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|
2024
Q3 | $822K | Buy |
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|
2024
Q2 | $743K | Buy |
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|
2024
Q1 | $631K | Buy |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $570K | Buy |
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|
2023
Q2 | $547K | Sell |
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|
2023
Q1 | $560K | Sell |
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|
2022
Q4 | $798K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $556K | Buy |
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|
2022
Q1 | $518K | Sell |
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|
2021
Q4 | $492K | Buy |
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|
2021
Q3 | $441K | Buy |
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|
2021
Q2 | $376K | Buy |
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|
2021
Q1 | $313K | Buy |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $226K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $245K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $230K | Sell |
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|
2015
Q2 | $270K | Sell |
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|
2015
Q1 | $263K | Sell |
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|
2014
Q4 | $14.4M | Buy |
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|
2014
Q3 | $13.4M | Buy |
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|
2014
Q2 | $12.9M | Buy |
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|
2014
Q1 | $11.5M | Buy |
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|
2013
Q4 | $11.9M | Buy |
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|
2013
Q3 | $9.94M | Sell |
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|
2013
Q2 | $9.47M | Buy |
|