IAG Wealth Partners’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 | $79.5K | Buy |
740
+7
| +1% | +$752 | 0.01% | 172 |
|
|
2025
Q1 | $81.9K | Buy |
733
+436
| +147% | +$48.7K | 0.01% | 158 |
|
|
2024
Q4 | $35.2K | Buy |
297
+64
| +27% | +$7.59K | 0.01% | 220 |
|
|
2024
Q3 | $28.2K | Hold |
233
| – | – | 0.01% | 243 |
|
|
2024
Q2 | $27.3K | Hold |
233
| – | – | 0.01% | 241 |
|
|
2024
Q1 | $27.4K | Hold |
233
| – | – | 0.01% | 215 |
|
|
2023
Q4 | $24.2K | Hold |
233
| – | – | 0.01% | 216 |
|
|
2023
Q3 | $22.1K | Hold |
233
| – | – | 0.01% | 216 |
|
|
2023
Q2 | $20.6K | Hold |
233
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $19.3K | Hold |
233
| – | – | 0.01% | 231 |
|
|
2022
Q4 | $23.2K | Hold |
233
| – | – | 0.01% | 196 |
|
|
2022
Q3 | $20K | Hold |
233
| – | – | 0.01% | 205 |
|
|
2022
Q2 | $22K | Sell |
233
-2
| -0.9% | -$189 | 0.01% | 195 |
|
|
2022
Q1 | $28K | Hold |
235
| – | – | 0.01% | 190 |
|
|
2021
Q4 | $25K | Hold |
235
| – | – | 0.01% | 198 |
|
|
2021
Q3 | $25K | Hold |
235
| – | – | 0.01% | 178 |
|
|
2021
Q2 | $25K | Hold |
235
| – | – | 0.01% | 173 |
|
|
2021
Q1 | $22K | Buy |
235
+2
| +0.9% | +$187 | 0.01% | 176 |
|
|
2020
Q4 | $19K | Sell |
233
-179
| -43% | -$14.6K | 0.01% | 172 |
|
|
2020
Q3 | $27K | Hold |
412
| – | – | 0.01% | 139 |
|
|
2020
Q2 | $26K | Hold |
412
| – | – | 0.01% | 141 |
|
|
2020
Q1 | $22K | Hold |
412
| – | – | 0.01% | 144 |
|
|
2019
Q4 | $39K | Buy |
+412
| New | +$39K | 0.03% | 123 |
|