GeoWealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
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|
2025
Q1 | $605K | Sell |
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|
2024
Q4 | $811K | Sell |
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|
2024
Q3 | $873K | Sell |
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|
2024
Q2 | $876K | Buy |
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|
2024
Q1 | $369K | Buy |
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|
2023
Q4 | $2K | Sell |
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|
2023
Q3 | $73K | Buy |
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|
2023
Q2 | $2K | Sell |
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|
2023
Q1 | $3K | Sell |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $798K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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