Foundations Investment Advisors’s Prudential Financial PRU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$794K Buy
7,390
+798
+12% +$85.7K 0.01% 483
2025
Q1
$736K Buy
6,592
+493
+8% +$55.1K 0.01% 478
2024
Q4
$723K Buy
6,099
+864
+17% +$102K 0.01% 465
2024
Q3
$634K Buy
5,235
+1,294
+33% +$157K 0.01% 463
2024
Q2
$462K Buy
3,941
+208
+6% +$24.4K 0.01% 514
2024
Q1
$438K Sell
3,733
-368
-9% -$43.2K 0.01% 496
2023
Q4
$421K Sell
4,101
-130
-3% -$13.3K 0.01% 476
2023
Q3
$402K Buy
4,231
+1,616
+62% +$153K 0.01% 445
2023
Q2
$231K Buy
+2,615
New +$231K 0.01% 520