Groesbeck Investment Management’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-7,576
Closed -$481K 90
2020
Q3
$481K Hold
7,576
0.9% 45
2020
Q2
$461K Buy
7,576
+1,611
+27% +$98K 0.91% 44
2020
Q1
$311K Sell
5,965
-29,280
-83% -$1.53M 0.84% 48
2019
Q4
$3.3M Sell
35,245
-1,612
-4% -$151K 2.44% 10
2019
Q3
$3.32M Buy
36,857
+11,769
+47% +$1.06M 2.48% 10
2019
Q2
$2.53M Buy
25,088
+13,891
+124% +$1.4M 2.06% 15
2019
Q1
$1.03M Buy
+11,197
New +$1.03M 0.78% 36