Goldstone Financial Group’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$501K	Sell	5,133 -1,156	-18%	-$120K	0.05%	168
2025 Q4	$710K	Buy	6,289 +483	+8%	+$51.8K	0.08%	141
2025 Q3	$602K	Buy	5,806 +745	+15%	+$78.4K	0.07%	152
2025 Q2	$552K	Buy	5,061 +1,012	+25%	+$105K	0.07%	151
2025 Q1	$452K	Buy	4,049 +295	+8%	+$33.6K	0.07%	141
2024 Q4	$445K	Buy	3,754 +229	+6%	+$28.3K	0.07%	133
2024 Q3	$427K	Buy	3,525 +544	+18%	+$64.3K	0.07%	131
2024 Q2	$349K	Sell	2,981 -106	-3%	-$12.2K	0.07%	131
2024 Q1	$362K	Buy	3,087 +88	+3%	+$9.48K	0.08%	117
2023 Q4	$311K	Sell	2,999 -54	-2%	-$5.18K	0.08%	120
2023 Q3	$290K	Sell	3,053 -301	-9%	-$28.5K	0.09%	117
2023 Q2	$296K	Buy	3,354 +693	+26%	+$58K	0.09%	122
2023 Q1	$220K	Buy	+2,661	New	+$254K	0.07%	138