HB 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 | $2.75M | Sell |
25,591
-123
| -0.5% | -$13.2K | 0.02% | 308 |
|
|
2025
Q1 | $2.87M | Buy |
25,714
+13,755
| +115% | +$1.54M | 0.02% | 301 |
|
|
2024
Q4 | $1.42M | Buy |
11,959
+4,093
| +52% | +$485K | 0.01% | 352 |
|
|
2024
Q3 | $953K | Buy |
7,866
+446
| +6% | +$54K | 0.01% | 404 |
|
|
2024
Q2 | $870K | Buy |
7,420
+666
| +10% | +$78.1K | 0.01% | 396 |
|
|
2024
Q1 | $793K | Buy |
6,754
+991
| +17% | +$116K | 0.01% | 388 |
|
|
2023
Q4 | $598K | Sell |
5,763
-1,563
| -21% | -$162K | 0.01% | 411 |
|
|
2023
Q3 | $695K | Buy |
7,326
+2,905
| +66% | +$276K | 0.01% | 357 |
|
|
2023
Q2 | $390K | Buy |
4,421
+822
| +23% | +$72.5K | 0.01% | 479 |
|
|
2023
Q1 | $298K | Sell |
3,599
-927
| -20% | -$76.7K | 0.01% | 536 |
|
|
2022
Q4 | $450K | Buy |
4,526
+815
| +22% | +$81.1K | 0.01% | 420 |
|
|
2022
Q3 | $318K | Sell |
3,711
-575
| -13% | -$49.3K | 0.01% | 423 |
|
|
2022
Q2 | $410K | Buy |
4,286
+1,293
| +43% | +$124K | 0.01% | 378 |
|
|
2022
Q1 | $354K | Buy |
2,993
+900
| +43% | +$106K | 0.01% | 415 |
|
|
2021
Q4 | $227K | Buy |
+2,093
| New | +$227K | ﹤0.01% | 458 |
|