IFP Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $486K | Buy |
4,972
+116
| +2% | +$12K | 0.01% | 971 |
|
|
2025
Q4 | $548K | Buy |
4,856
+840
| +21% | +$90.1K | 0.01% | 887 |
|
|
2025
Q3 | $417K | Buy |
4,016
+108
| +3% | +$11.4K | 0.01% | 923 |
|
|
2025
Q2 | $462K | Sell |
3,908
-1,777
| -31% | -$184K | 0.01% | 865 |
|
|
2025
Q1 | $640K | Buy |
5,685
+47
| +0.8% | +$5.36K | 0.02% | 700 |
|
|
2024
Q4 | $673K | Buy |
5,638
+1,722
| +44% | +$213K | 0.02% | 635 |
|
|
2024
Q3 | $474K | Sell |
3,916
-390
| -9% | -$46.1K | 0.02% | 716 |
|
|
2024
Q2 | $505K | Buy |
4,306
+980
| +29% | +$113K | 0.02% | 652 |
|
|
2024
Q1 | $391K | Buy |
3,326
+146
| +5% | +$15.7K | 0.02% | 697 |
|
|
2023
Q4 | $330K | Buy |
3,180
+18
| +0.6% | +$1.73K | 0.02% | 729 |
|
|
2023
Q3 | $300K | Sell |
3,162
-668
| -17% | -$63.2K | 0.01% | 778 |
|
|
2023
Q2 | $338K | Sell |
3,830
-1,777
| -32% | -$149K | 0.01% | 800 |
|
|
2023
Q1 | $554K | Sell |
5,607
-8,161
| -59% | -$779K | 0.02% | 572 |
|
|
2022
Q4 | $1.37M | Sell |
13,768
-2,492
| -15% | -$252K | 0.04% | 495 |
|
|
2022
Q3 | $1.63M | Buy |
16,260
+834
| +5% | +$80.3K | 0.04% | 473 |
|
|
2022
Q2 | $1.54M | Hold |
15,426
| – | – | 0.05% | 436 |
|
|
2022
Q1 | $1.54M | Buy |
15,426
+8,592
| +126% | +$977K | 0.05% | 436 |
|
|
2021
Q4 | $740K | Buy |
6,834
+1,171
| +21% | +$127K | 0.01% | 473 |
|
|
2021
Q3 | $602K | Sell |
5,663
-337
| -6% | -$34.7K | 0.01% | 534 |
|
|
2021
Q2 | $615K | Buy |
6,000
+626
| +12% | +$63.9K | 0.01% | 492 |
|
|
2021
Q1 | $489K | Buy |
5,374
+597
| +12% | +$51.1K | 0.01% | 528 |
|
|
2020
Q4 | $375K | Buy |
4,777
+90
| +2% | +$6.5K | 0.02% | 587 |
|
|
2020
Q3 | $298K | Buy |
4,687
+1,293
| +38% | +$85K | 0.02% | 575 |
|
|
2020
Q2 | $201K | Buy |
3,394
+542
| +19% | +$31.8K | 0.02% | 665 |
|
|
2020
Q1 | $154K | Buy |
2,852
+118
| +4% | +$9.38K | 0.02% | 665 |
|
|
2019
Q4 | $256K | Sell |
2,734
-172
| -6% | -$15.8K | 0.02% | 593 |
|
|
2019
Q3 | $263K | Buy |
+2,906
| New | +$263K | 0.02% | 676 |
|
|
2019
Q1 | $582K | Sell |
6,388
-414
| -6% | -$38.2K | 0.08% | 256 |
|
|
2018
Q4 | $549K | Sell |
6,802
-462
| -6% | -$42.6K | 0.03% | 520 |
|
|
2018
Q3 | $736K | Buy |
7,264
+318
| +5% | +$31.3K | 0.03% | 536 |
|
|
2018
Q2 | $650K | Buy |
6,946
+264
| +4% | +$26.7K | 0.03% | 564 |
|
|
2018
Q1 | $768K | Hold |
6,682
| – | – | 0.03% | 469 |
|
|
2017
Q4 | $768K | Sell |
6,682
-10,871
| -62% | -$1.22M | 0.03% | 470 |
|
|
2017
Q3 | $1.87M | Buy |
17,553
+296
| +2% | +$31.6K | 0.07% | 277 |
|
|
2017
Q2 | $1.87M | Buy |
17,257
+842
| +5% | +$89.4K | 0.08% | 280 |
|
|
2017
Q1 | $1.75M | Sell |
16,415
-151
| -0.9% | -$16.3K | 0.08% | 280 |
|
|
2016
Q4 | $1.72M | Sell |
16,566
-8
| -0% | -$759 | 0.08% | 264 |
|
|
2016
Q3 | $1.35M | Buy |
16,574
+139
| +0.8% | +$10.7K | 0.07% | 293 |
|
|
2016
Q2 | $1.17M | Buy |
16,435
+10,047
| +157% | +$758K | 0.07% | 324 |
|
|
2016
Q1 | $582K | Sell |
6,388
-9,291
| -59% | -$648K | 0.08% | 256 |
|
|
2015
Q4 | $1.28M | Buy |
+15,679
| New | +$1.3M | 0.09% | 251 |
|
Other funds holding PRU
VCM
VPM
