Foster Victor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
2,059
+25
| +1% | +$2.67K | 0.01% | 188 |
|
|
2025
Q1 | $201K | Hold |
2,034
| – | – | 0.02% | 188 |
|
|
2024
Q4 | $242K | Hold |
2,034
| – | – | 0.02% | 171 |
|
|
2024
Q3 | $248K | Hold |
2,034
| – | – | 0.02% | 175 |
|
|
2024
Q2 | $257K | Hold |
2,034
| – | – | 0.02% | 168 |
|
|
2024
Q1 | $226K | Hold |
2,034
| – | – | 0.02% | 158 |
|
|
2023
Q4 | $213K | Buy |
+2,034
| New | +$213K | 0.02% | 162 |
|
|
2023
Q1 | – | Sell |
-2,010
| Closed | -$203K | – | 170 |
|
|
2022
Q4 | $203K | Buy |
+2,010
| New | +$203K | 0.03% | 149 |
|
|
2022
Q2 | – | Sell |
-1,751
| Closed | -$204K | – | 148 |
|
|
2022
Q1 | $204K | Hold |
1,751
| – | – | 0.03% | 128 |
|
|
2021
Q4 | $203K | Sell |
1,751
-190
| -10% | -$22K | 0.03% | 135 |
|
|
2021
Q3 | $204K | Sell |
1,941
-383
| -16% | -$40.3K | 0.03% | 133 |
|
|
2021
Q2 | $238K | Hold |
2,324
| – | – | 0.04% | 128 |
|
|
2021
Q1 | $221K | Buy |
+2,324
| New | +$221K | 0.04% | 131 |
|
|
2019
Q3 | – | Sell |
-2,031
| Closed | -$207K | – | 96 |
|
|
2019
Q2 | $207K | Buy |
+2,031
| New | +$207K | 0.15% | 90 |
|