Hohimer 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 | $261K | Hold |
2,430
| – | – | 0.05% | 195 |
|
|
2025
Q1 | $271K | Hold |
2,430
| – | – | 0.05% | 202 |
|
|
2024
Q4 | $288K | Hold |
2,430
| – | – | 0.05% | 184 |
|
|
2024
Q3 | $294K | Hold |
2,430
| – | – | 0.06% | 171 |
|
|
2024
Q2 | $285K | Hold |
2,430
| – | – | 0.07% | 190 |
|
|
2024
Q1 | $285K | Sell |
2,430
-276
| -10% | -$32.4K | 0.07% | 202 |
|
|
2023
Q4 | $281K | Hold |
2,706
| – | – | 0.07% | 175 |
|
|
2023
Q3 | $257K | Hold |
2,706
| – | – | 0.07% | 173 |
|
|
2023
Q2 | $239K | Sell |
2,706
-158
| -6% | -$13.9K | 0.07% | 174 |
|
|
2023
Q1 | $237K | Hold |
2,864
| – | – | 0.07% | 170 |
|
|
2022
Q4 | $285K | Hold |
2,864
| – | – | 0.09% | 137 |
|
|
2022
Q3 | $246K | Hold |
2,864
| – | – | 0.08% | 155 |
|
|
2022
Q2 | $274K | Sell |
2,864
-211
| -7% | -$20.2K | 0.08% | 160 |
|
|
2022
Q1 | $363K | Buy |
3,075
+1
| +0% | +$118 | 0.07% | 161 |
|
|
2021
Q4 | $333K | Sell |
3,074
-3,602
| -54% | -$390K | 0.07% | 159 |
|
|
2021
Q3 | $702K | Sell |
6,676
-143
| -2% | -$15K | 0.15% | 133 |
|
|
2021
Q2 | $699K | Sell |
6,819
-41,684
| -86% | -$4.27M | 0.14% | 135 |
|
|
2021
Q1 | $4.42M | Buy |
48,503
+826
| +2% | +$75.3K | 1.08% | 24 |
|
|
2020
Q4 | $3.72M | Sell |
47,677
-704
| -1% | -$55K | 0.99% | 24 |
|
|
2020
Q3 | $3.17M | Sell |
48,381
-992
| -2% | -$65.1K | 0.9% | 28 |
|
|
2020
Q2 | $3.01M | Sell |
49,373
-4,508
| -8% | -$275K | 1.04% | 21 |
|
|
2020
Q1 | $3.19M | Buy |
53,881
+38,060
| +241% | +$2.26M | 1.35% | 13 |
|
|
2019
Q4 | $1.48M | Buy |
+15,821
| New | +$1.48M | 0.52% | 90 |
|