EverSource Wealth Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
2,320
+254
| +12% | +$27.3K | 0.01% | 762 |
|
|
2025
Q1 | $231K | Buy |
2,066
+262
| +15% | +$29.3K | 0.01% | 598 |
|
|
2024
Q4 | $214K | Buy |
1,804
+17
| +1% | +$2.02K | 0.01% | 629 |
|
|
2024
Q3 | $216K | Buy |
1,787
+50
| +3% | +$6.06K | 0.01% | 533 |
|
|
2024
Q2 | $218K | Buy |
1,737
+298
| +21% | +$37.3K | 0.01% | 533 |
|
|
2024
Q1 | $159K | Buy |
1,439
+656
| +84% | +$72.5K | 0.01% | 564 |
|
|
2023
Q4 | $81.2K | Buy |
783
+200
| +34% | +$20.7K | 0.01% | 719 |
|
|
2023
Q3 | $55.3K | Buy |
583
+73
| +14% | +$6.93K | 0.01% | 768 |
|
|
2023
Q2 | $45K | Buy |
510
+161
| +46% | +$14.2K | 0.01% | 877 |
|
|
2023
Q1 | $28.9K | Sell |
349
-199
| -36% | -$16.5K | ﹤0.01% | 962 |
|
|
2022
Q4 | $54.5K | Buy |
548
+301
| +122% | +$30K | 0.01% | 731 |
|
|
2022
Q3 | $22K | Sell |
247
-51
| -17% | -$4.54K | 0.01% | 874 |
|
|
2022
Q2 | $29K | Buy |
298
+1
| +0.3% | +$97 | 0.01% | 737 |
|
|
2022
Q1 | $35K | Buy |
297
+9
| +3% | +$1.06K | 0.01% | 538 |
|
|
2021
Q4 | $31K | Buy |
+288
| New | +$31K | 0.01% | 527 |
|