Herold Advisors’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 | $315K | Buy |
2,935
+1
| +0% | +$107 | 0.07% | 231 |
|
|
2025
Q1 | $328K | Hold |
2,934
| – | – | 0.07% | 209 |
|
|
2024
Q4 | $348K | Hold |
2,934
| – | – | 0.08% | 206 |
|
|
2024
Q3 | $355K | Hold |
2,934
| – | – | 0.08% | 212 |
|
|
2024
Q2 | $344K | Sell |
2,934
-250
| -8% | -$29.3K | 0.08% | 211 |
|
|
2024
Q1 | $374K | Hold |
3,184
| – | – | 0.09% | 201 |
|
|
2023
Q4 | $330K | Sell |
3,184
-497
| -14% | -$51.6K | 0.09% | 194 |
|
|
2023
Q3 | $349K | Buy |
3,681
+300
| +9% | +$28.5K | 0.11% | 189 |
|
|
2023
Q2 | $298K | Sell |
3,381
-100
| -3% | -$8.82K | 0.09% | 200 |
|
|
2023
Q1 | $288K | Hold |
3,481
| – | – | 0.1% | 188 |
|
|
2022
Q4 | $346K | Buy |
3,481
+1
| +0% | +$99 | 0.15% | 142 |
|
|
2022
Q3 | $298K | Sell |
3,480
-210
| -6% | -$18K | 0.14% | 148 |
|
|
2022
Q2 | $353K | Hold |
3,690
| – | – | 0.16% | 143 |
|
|
2022
Q1 | $436K | Buy |
3,690
+200
| +6% | +$23.6K | 0.16% | 138 |
|
|
2021
Q4 | $377K | Sell |
3,490
-200
| -5% | -$21.6K | 0.15% | 147 |
|
|
2021
Q3 | $388K | Buy |
+3,690
| New | +$388K | 0.15% | 145 |
|