Global Financial Private Client’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 | – | Sell |
-1,431
| Closed | -$160K | – | 1255 |
|
|
2025
Q1 | $160K | Buy |
1,431
+13
| +0.9% | +$1.45K | 0.06% | 220 |
|
|
2024
Q4 | $168K | Buy |
1,418
+9
| +0.6% | +$1.07K | 0.06% | 212 |
|
|
2024
Q3 | $171K | Hold |
1,409
| – | – | 0.07% | 206 |
|
|
2024
Q2 | $165K | Hold |
1,409
| – | – | 0.07% | 195 |
|
|
2024
Q1 | $164K | Hold |
1,409
| – | – | 0.07% | 187 |
|
|
2023
Q4 | $146K | Hold |
1,409
| – | – | 0.07% | 194 |
|
|
2023
Q3 | $132K | Hold |
1,409
| – | – | 0.07% | 190 |
|
|
2023
Q2 | $126K | Hold |
1,409
| – | – | 0.06% | 201 |
|
|
2023
Q1 | $116K | Hold |
1,409
| – | – | 0.06% | 194 |
|
|
2022
Q4 | $140K | Hold |
1,409
| – | – | 0.08% | 166 |
|
|
2022
Q3 | $126K | Hold |
1,409
| – | – | 0.07% | 176 |
|
|
2022
Q2 | $137K | Hold |
1,409
| – | – | 0.08% | 165 |
|
|
2022
Q1 | $167K | Hold |
1,409
| – | – | 0.08% | 154 |
|
|
2021
Q4 | $153K | Hold |
1,409
| – | – | 0.07% | 161 |
|
|
2021
Q3 | $150K | Hold |
1,409
| – | – | 0.08% | 153 |
|
|
2021
Q2 | $146K | Buy |
1,409
+1,100
| +356% | +$114K | 0.08% | 149 |
|
|
2021
Q1 | $28.6K | Hold |
309
| – | – | 0.02% | 255 |
|
|
2020
Q4 | $24.1K | Sell |
309
-25
| -7% | -$1.95K | 0.02% | 252 |
|
|
2020
Q3 | $21.2K | Hold |
334
| – | – | 0.02% | 256 |
|
|
2020
Q2 | $19.7K | Buy |
334
+300
| +882% | +$17.7K | 0.02% | 296 |
|
|
2020
Q1 | $1.6K | Hold |
34
| – | – | ﹤0.01% | 467 |
|
|
2019
Q4 | $3.19K | Buy |
+34
| New | +$3.19K | ﹤0.01% | 438 |
|