Geneos 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 | $759K | Sell |
7,062
-9,495
| -57% | -$1.02M | 0.02% | 599 |
|
|
2025
Q1 | $1.85M | Buy |
16,557
+10,579
| +177% | +$1.18M | 0.03% | 512 |
|
|
2024
Q4 | $709K | Buy |
5,978
+514
| +9% | +$60.9K | 0.02% | 497 |
|
|
2024
Q3 | $662K | Buy |
5,464
+2,562
| +88% | +$310K | 0.03% | 491 |
|
|
2024
Q2 | $340K | Buy |
2,902
+21
| +0.7% | +$2.46K | 0.02% | 583 |
|
|
2024
Q1 | $338K | Sell |
2,881
-238
| -8% | -$27.9K | 0.02% | 575 |
|
|
2023
Q4 | $323K | Sell |
3,119
-5,205
| -63% | -$540K | 0.02% | 560 |
|
|
2023
Q3 | $790K | Sell |
8,324
-1,449
| -15% | -$137K | 0.04% | 360 |
|
|
2023
Q2 | $862K | Buy |
9,773
+5,011
| +105% | +$442K | 0.05% | 338 |
|
|
2023
Q1 | $394K | Sell |
4,762
-3,459
| -42% | -$286K | 0.02% | 490 |
|
|
2022
Q4 | $818K | Sell |
8,221
-2,355
| -22% | -$234K | 0.05% | 311 |
|
|
2022
Q3 | $907K | Sell |
10,576
-4,105
| -28% | -$352K | 0.06% | 269 |
|
|
2022
Q2 | $1.43M | Buy |
14,681
+573
| +4% | +$55.8K | 0.07% | 252 |
|
|
2022
Q1 | $1.67M | Sell |
14,108
-34,563
| -71% | -$4.08M | 0.07% | 254 |
|
|
2021
Q4 | $5.27M | Sell |
48,671
-12,033
| -20% | -$1.3M | 0.2% | 111 |
|
|
2021
Q3 | $6.45M | Sell |
60,704
-568
| -0.9% | -$60.4K | 0.25% | 91 |
|
|
2021
Q2 | $6.32M | Sell |
61,272
-6,220
| -9% | -$641K | 0.25% | 92 |
|
|
2021
Q1 | $6.77M | Buy |
67,492
+160
| +0.2% | +$16.1K | 0.19% | 127 |
|
|
2020
Q4 | $5.75M | Buy |
67,332
+7,153
| +12% | +$611K | 0.23% | 100 |
|
|
2020
Q3 | $3.74M | Sell |
60,179
-11,208
| -16% | -$696K | 0.19% | 119 |
|
|
2020
Q2 | $4.15M | Buy |
71,387
+5,746
| +9% | +$334K | 0.23% | 103 |
|
|
2020
Q1 | $3.49M | Buy |
65,641
+7,889
| +14% | +$419K | 0.23% | 98 |
|
|
2019
Q4 | $5.38M | Buy |
57,752
+4,645
| +9% | +$433K | 0.29% | 96 |
|
|
2019
Q3 | $4.79M | Buy |
53,107
+965
| +2% | +$87K | 0.29% | 93 |
|
|
2019
Q2 | $5.27M | Buy |
52,142
+1,780
| +4% | +$180K | 0.33% | 77 |
|
|
2019
Q1 | $4.63M | Sell |
50,362
-2,522
| -5% | -$232K | 0.31% | 84 |
|
|
2018
Q4 | $4.28M | Sell |
52,884
-994
| -2% | -$80.4K | 0.32% | 82 |
|
|
2018
Q3 | $5.46M | Buy |
53,878
+50,285
| +1,400% | +$5.09M | 0.36% | 63 |
|
|
2018
Q2 | $335K | Sell |
3,593
-141
| -4% | -$13.1K | 0.03% | 410 |
|
|
2018
Q1 | $386K | Sell |
3,734
-91
| -2% | -$9.41K | 0.03% | 361 |
|
|
2017
Q4 | $439K | Sell |
3,825
-108
| -3% | -$12.4K | 0.04% | 342 |
|
|
2017
Q3 | $418K | Buy |
3,933
+236
| +6% | +$25.1K | 0.04% | 336 |
|
|
2017
Q2 | $399K | Sell |
3,697
-94
| -2% | -$10.1K | 0.04% | 335 |
|
|
2017
Q1 | $404K | Buy |
3,791
+51
| +1% | +$5.44K | 0.04% | 321 |
|
|
2016
Q4 | $389K | Sell |
3,740
-216
| -5% | -$22.5K | 0.05% | 304 |
|
|
2016
Q3 | $323K | Sell |
3,956
-21
| -0.5% | -$1.72K | 0.04% | 341 |
|
|
2016
Q2 | $282K | Buy |
3,977
+95
| +2% | +$6.74K | 0.04% | 363 |
|
|
2016
Q1 | $284K | Buy |
+3,882
| New | +$284K | 0.04% | 349 |
|