EverSource Wealth Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Buy |
5,132
+3,404
| +197% | +$85.2K | 0.01% | 1064 |
|
|
2025
Q1 | $37.2K | Buy |
1,728
+1,224
| +243% | +$26.3K | ﹤0.01% | 1383 |
|
|
2024
Q4 | $8.03K | Sell |
504
-689
| -58% | -$11K | ﹤0.01% | 2111 |
|
|
2024
Q3 | $22.1K | Sell |
1,193
-1,029
| -46% | -$19.1K | ﹤0.01% | 1438 |
|
|
2024
Q2 | $40.4K | Buy |
2,222
+699
| +46% | +$12.7K | ﹤0.01% | 1183 |
|
|
2024
Q1 | $26.7K | Sell |
1,523
-4,350
| -74% | -$76.4K | ﹤0.01% | 1229 |
|
|
2023
Q4 | $132K | Buy |
5,873
+701
| +14% | +$15.7K | 0.01% | 549 |
|
|
2023
Q3 | $113K | Buy |
5,172
+400
| +8% | +$8.77K | 0.01% | 530 |
|
|
2023
Q2 | $135K | Buy |
4,772
+741
| +18% | +$21K | 0.01% | 482 |
|
|
2023
Q1 | $110K | Sell |
4,031
-41
| -1% | -$1.12K | 0.01% | 511 |
|
|
2022
Q4 | $112K | Sell |
4,072
-318
| -7% | -$8.74K | 0.02% | 473 |
|
|
2022
Q3 | $87K | Buy |
4,390
+590
| +16% | +$11.7K | 0.02% | 464 |
|
|
2022
Q2 | $95K | Sell |
3,800
-182
| -5% | -$4.55K | 0.02% | 386 |
|
|
2022
Q1 | $118K | Buy |
3,982
+925
| +30% | +$27.4K | 0.03% | 309 |
|
|
2021
Q4 | $105K | Buy |
+3,057
| New | +$105K | 0.03% | 304 |
|