Geller 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
Q4 | $316K | Sell |
2,668
-24
| -0.9% | -$2.85K | 0.02% | 191 |
|
|
2024
Q3 | $326K | Sell |
2,692
-785
| -23% | -$95.1K | 0.02% | 190 |
|
|
2024
Q2 | $407K | Buy |
3,477
+547
| +19% | +$64.1K | 0.03% | 164 |
|
|
2024
Q1 | $344K | Buy |
2,930
+215
| +8% | +$25.2K | 0.03% | 195 |
|
|
2023
Q4 | $282K | Sell |
2,715
-96
| -3% | -$9.96K | 0.03% | 209 |
|
|
2023
Q3 | $267K | Buy |
2,811
+119
| +4% | +$11.3K | 0.03% | 206 |
|
|
2023
Q2 | $237K | Buy |
+2,692
| New | +$237K | 0.03% | 221 |
|
|
2022
Q1 | – | Sell |
-2,984
| Closed | -$323K | – | 184 |
|
|
2021
Q4 | $323K | Buy |
2,984
+5
| +0.2% | +$541 | 0.06% | 111 |
|
|
2021
Q3 | $313K | Sell |
2,979
-157
| -5% | -$16.5K | 0.07% | 102 |
|
|
2021
Q2 | $321K | Buy |
3,136
+475
| +18% | +$48.6K | 0.07% | 87 |
|
|
2021
Q1 | $242K | Buy |
2,661
+991
| +59% | +$90.1K | 0.06% | 104 |
|
|
2020
Q4 | $200K | Buy |
+1,670
| New | +$200K | 0.05% | 119 |
|