Forza Wealth 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 | $607K | Hold |
5,647
| – | – | 0.25% | 100 |
|
|
2025
Q1 | $631K | Hold |
5,647
| – | – | 0.28% | 87 |
|
|
2024
Q4 | $669K | Hold |
5,647
| – | – | 0.3% | 84 |
|
|
2024
Q3 | $684K | Hold |
5,647
| – | – | 0.31% | 82 |
|
|
2024
Q2 | $662K | Hold |
5,647
| – | – | 0.34% | 78 |
|
|
2024
Q1 | $663K | Hold |
5,647
| – | – | 0.34% | 80 |
|
|
2023
Q4 | $586K | Hold |
5,647
| – | – | 0.32% | 88 |
|
|
2023
Q3 | $536K | Hold |
5,647
| – | – | 0.28% | 107 |
|
|
2023
Q2 | $498K | Hold |
5,647
| – | – | 0.25% | 116 |
|
|
2023
Q1 | $467K | Buy |
5,647
+909
| +19% | +$75.2K | 0.24% | 123 |
|
|
2022
Q4 | $471K | Buy |
+4,738
| New | +$471K | 0.31% | 87 |
|