EverSource 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 | $249K | Buy |
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|
2025
Q1 | $231K | Buy |
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|
2024
Q4 | $214K | Buy |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | $218K | Buy |
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|
2024
Q1 | $159K | Buy |
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|
2023
Q4 | $81.2K | Buy |
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|
2023
Q3 | $55.3K | Buy |
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|
2023
Q2 | $45K | Buy |
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|
2023
Q1 | $28.9K | Sell |
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|
2022
Q4 | $54.5K | Buy |
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|
2022
Q3 | $22K | Sell |
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|
2022
Q2 | $29K | Buy |
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|
2022
Q1 | $35K | Buy |
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|
2021
Q4 | $31K | Buy |
|