Gradient Investments’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Buy |
36,369
+4,324
| +13% | +$108K | 0.02% | 237 |
|
|
2025
Q1 | $689K | Buy |
32,045
+121
| +0.4% | +$2.6K | 0.01% | 215 |
|
|
2024
Q4 | $509K | Buy |
31,924
+7,892
| +33% | +$126K | 0.01% | 220 |
|
|
2024
Q3 | $446K | Buy |
24,032
+63
| +0.3% | +$1.17K | 0.01% | 241 |
|
|
2024
Q2 | $439K | Buy |
23,969
+287
| +1% | +$5.26K | 0.01% | 253 |
|
|
2024
Q1 | $456K | Buy |
23,682
+1,716
| +8% | +$33.1K | 0.01% | 236 |
|
|
2023
Q4 | $493K | Buy |
21,966
+21,939
| +81,256% | +$493K | 0.01% | 257 |
|
|
2023
Q3 | $592 | Hold |
27
| – | – | ﹤0.01% | 1516 |
|
|
2023
Q2 | $765 | Buy |
+27
| New | +$765 | ﹤0.01% | 1440 |
|
|
2022
Q4 | – | Sell |
-38
| Closed | -$1K | – | 1627 |
|
|
2022
Q3 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1277 |
|
|
2019
Q1 | – | Sell |
-111
| Closed | -$4K | – | 976 |
|
|
2018
Q4 | $4K | Buy |
+111
| New | +$4K | ﹤0.01% | 747 |
|