GeoWealth 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 | $376K | Sell |
3,497
-1,920
| -35% | -$206K | 0.01% | 478 |
|
|
2025
Q1 | $605K | Sell |
5,417
-1,429
| -21% | -$160K | 0.02% | 383 |
|
|
2024
Q4 | $811K | Sell |
6,846
-364
| -5% | -$43.1K | 0.03% | 350 |
|
|
2024
Q3 | $873K | Sell |
7,210
-263
| -4% | -$31.8K | 0.03% | 333 |
|
|
2024
Q2 | $876K | Buy |
7,473
+4,326
| +137% | +$507K | 0.04% | 300 |
|
|
2024
Q1 | $369K | Buy |
3,147
+3,129
| +17,383% | +$367K | 0.01% | 515 |
|
|
2023
Q4 | $2K | Sell |
18
-747
| -98% | -$83K | ﹤0.01% | 669 |
|
|
2023
Q3 | $73K | Buy |
765
+742
| +3,226% | +$70.8K | 0.01% | 364 |
|
|
2023
Q2 | $2K | Sell |
23
-10
| -30% | -$870 | ﹤0.01% | 435 |
|
|
2023
Q1 | $3K | Sell |
33
-2,497
| -99% | -$227K | ﹤0.01% | 362 |
|
|
2022
Q4 | $251K | Sell |
2,530
-9,361
| -79% | -$929K | 0.03% | 217 |
|
|
2022
Q3 | $1.02M | Buy |
11,891
+3,532
| +42% | +$303K | 0.11% | 114 |
|
|
2022
Q2 | $798K | Sell |
8,359
-271
| -3% | -$25.9K | 0.11% | 118 |
|
|
2022
Q1 | $1.02M | Buy |
+8,630
| New | +$1.02M | 0.09% | 143 |
|