Golden State 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 | $16K | Sell |
149
-696
| -82% | -$74.8K | ﹤0.01% | 940 |
|
|
2025
Q1 | $94.4K | Buy |
845
+743
| +728% | +$83K | 0.01% | 456 |
|
|
2024
Q4 | $12.1K | Buy |
+102
| New | +$12.1K | ﹤0.01% | 913 |
|
|
2020
Q2 | – | Sell |
-615
| Closed | -$32K | – | 697 |
|
|
2020
Q1 | $32K | Buy |
+615
| New | +$32K | 0.01% | 428 |
|
|
2019
Q4 | – | Sell |
-1,036
| Closed | -$93K | – | 687 |
|
|
2019
Q3 | $93K | Buy |
1,036
+1
| +0.1% | +$90 | 0.03% | 328 |
|
|
2019
Q2 | $104K | Sell |
1,035
-1,100
| -52% | -$111K | 0.03% | 324 |
|
|
2019
Q1 | $196K | Buy |
+2,135
| New | +$196K | 0.07% | 229 |
|