Financial Synergies Wealth Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-416
| Closed | -$48.8K | – | 363 |
|
|
2024
Q1 | $48.8K | Buy |
416
+408
| +5,100% | +$47.9K | 0.01% | 129 |
|
|
2023
Q4 | $796 | Sell |
8
-402
| -98% | -$40K | ﹤0.01% | 352 |
|
|
2023
Q3 | $38.9K | Buy |
410
+20
| +5% | +$1.9K | 0.01% | 126 |
|
|
2023
Q2 | $34.4K | Buy |
390
+3
| +0.8% | +$265 | ﹤0.01% | 129 |
|
|
2023
Q1 | $32K | Buy |
387
+379
| +4,738% | +$31.4K | ﹤0.01% | 139 |
|
|
2022
Q4 | $796 | Hold |
8
| – | – | ﹤0.01% | 352 |
|
|
2022
Q3 | $687 | Hold |
8
| – | – | ﹤0.01% | 341 |
|
|
2022
Q2 | $766 | Buy |
+8
| New | +$766 | ﹤0.01% | 340 |
|