Everhart Financial Group’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 | $324K | Sell |
3,016
-799
| -21% | -$85.8K | 0.04% | 280 |
|
|
2025
Q1 | $426K | Sell |
3,815
-1,269
| -25% | -$142K | 0.06% | 233 |
|
|
2024
Q4 | $603K | Buy |
5,084
+149
| +3% | +$17.7K | 0.12% | 162 |
|
|
2024
Q3 | $598K | Buy |
4,935
+980
| +25% | +$119K | 0.13% | 171 |
|
|
2024
Q2 | $463K | Buy |
3,955
+1,256
| +47% | +$147K | 0.12% | 169 |
|
|
2024
Q1 | $317K | Buy |
2,699
+524
| +24% | +$61.5K | 0.09% | 208 |
|
|
2023
Q4 | $226K | Buy |
+2,175
| New | +$226K | 0.08% | 224 |
|
|
2022
Q4 | – | Sell |
-2,488
| Closed | -$213K | – | 219 |
|
|
2022
Q3 | $213K | Buy |
+2,488
| New | +$213K | 0.12% | 175 |
|