Forum Financial Management’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 | $999K | Sell |
9,301
-47
| -0.5% | -$5.05K | 0.02% | 213 |
|
|
2025
Q1 | $1.04M | Sell |
9,348
-20
| -0.2% | -$2.23K | 0.02% | 197 |
|
|
2024
Q4 | $1.11M | Buy |
9,368
+287
| +3% | +$34K | 0.02% | 192 |
|
|
2024
Q3 | $1.1M | Sell |
9,081
-69
| -0.8% | -$8.36K | 0.02% | 177 |
|
|
2024
Q2 | $1.07M | Sell |
9,150
-42
| -0.5% | -$4.92K | 0.02% | 166 |
|
|
2024
Q1 | $1.08M | Buy |
9,192
+2,748
| +43% | +$323K | 0.02% | 178 |
|
|
2023
Q4 | $668K | Sell |
6,444
-77
| -1% | -$7.99K | 0.01% | 223 |
|
|
2023
Q3 | $619K | Buy |
6,521
+1
| +0% | +$95 | 0.01% | 232 |
|
|
2023
Q2 | $575K | Buy |
6,520
+573
| +10% | +$50.5K | 0.01% | 264 |
|
|
2023
Q1 | $492K | Buy |
5,947
+2
| +0% | +$165 | 0.01% | 267 |
|
|
2022
Q4 | $591K | Sell |
5,945
-115
| -2% | -$11.4K | 0.02% | 218 |
|
|
2022
Q3 | $520K | Buy |
6,060
+32
| +0.5% | +$2.75K | 0.03% | 213 |
|
|
2022
Q2 | $577K | Buy |
6,028
+181
| +3% | +$17.3K | 0.03% | 203 |
|
|
2022
Q1 | $690K | Sell |
5,847
-90
| -2% | -$10.6K | 0.03% | 182 |
|
|
2021
Q4 | $643K | Buy |
+5,937
| New | +$643K | 0.03% | 192 |
|