EFS
Essex Financial Services’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
2,502
-4
| -0.2% | -$430 | 0.02% | 582 |
|
|
2025
Q1 | $280K | Buy |
2,506
+273
| +12% | +$30.5K | 0.02% | 512 |
|
|
2024
Q4 | $265K | Buy |
2,233
+439
| +24% | +$52K | 0.02% | 519 |
|
|
2024
Q3 | $225K | Buy |
+1,794
| New | +$225K | 0.02% | 569 |
|
|
2023
Q2 | – | Sell |
-2,921
| Closed | -$242K | – | 504 |
|
|
2023
Q1 | $242K | Sell |
2,921
-8,809
| -75% | -$729K | 0.03% | 426 |
|
|
2022
Q4 | $1.17M | Buy |
11,730
+9,022
| +333% | +$897K | 0.12% | 158 |
|
|
2022
Q3 | $232K | Sell |
2,708
-101
| -4% | -$8.65K | 0.03% | 401 |
|
|
2022
Q2 | $269K | Sell |
2,809
-745
| -21% | -$71.3K | 0.03% | 384 |
|
|
2022
Q1 | $420K | Sell |
3,554
-527
| -13% | -$62.3K | 0.04% | 313 |
|
|
2021
Q4 | $442K | Buy |
4,081
+15
| +0.4% | +$1.63K | 0.04% | 306 |
|
|
2021
Q3 | $428K | Buy |
4,066
+1,823
| +81% | +$192K | 0.05% | 290 |
|
|
2021
Q2 | $204K | Hold |
2,243
| – | – | 0.03% | 435 |
|
|
2021
Q1 | $204K | Buy |
+2,243
| New | +$204K | 0.04% | 338 |
|
|
2020
Q1 | – | Sell |
-2,149
| Closed | -$201K | – | 271 |
|
|
2019
Q4 | $201K | Buy |
+2,149
| New | +$201K | 0.06% | 254 |
|
|
2019
Q3 | – | Sell |
-2,243
| Closed | -$227K | – | 263 |
|
|
2019
Q2 | $227K | Buy |
2,243
+1
| +0% | +$101 | 0.07% | 213 |
|
|
2019
Q1 | $206K | Buy |
+2,242
| New | +$206K | 0.06% | 214 |
|
|
2018
Q4 | – | Sell |
-2,584
| Closed | -$262K | – | 284 |
|
|
2018
Q3 | $262K | Buy |
2,584
+1
| +0% | +$101 | 0.06% | 233 |
|
|
2018
Q2 | $242K | Sell |
2,583
-31
| -1% | -$2.9K | 0.06% | 234 |
|
|
2018
Q1 | $271K | Buy |
2,614
+301
| +13% | +$31.2K | 0.05% | 285 |
|
|
2017
Q4 | $266K | Buy |
+2,313
| New | +$266K | 0.06% | 226 |
|
|
2015
Q2 | – | Sell |
-2,762
| Closed | -$222K | – | 339 |
|
|
2015
Q1 | $222K | Sell |
2,762
-59
| -2% | -$4.74K | 0.06% | 288 |
|
|
2014
Q4 | $255K | Sell |
2,821
-7
| -0.2% | -$633 | 0.07% | 256 |
|
|
2014
Q3 | $249K | Buy |
2,828
+101
| +4% | +$8.89K | 0.07% | 245 |
|
|
2014
Q2 | $242K | Sell |
2,727
-678
| -20% | -$60.2K | 0.07% | 257 |
|
|
2014
Q1 | $288K | Buy |
3,405
+215
| +7% | +$18.2K | 0.09% | 221 |
|
|
2013
Q4 | $294K | Buy |
+3,190
| New | +$294K | 0.1% | 207 |
|
|
2013
Q3 | – | Sell |
-3,165
| Closed | -$231K | – | 272 |
|
|
2013
Q2 | $231K | Buy |
+3,165
| New | +$231K | 0.08% | 224 |
|