IFP Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95K | Buy |
198
+25
| +14% | +$626 | ﹤0.01% | 3397 |
|
|
2025
Q1 | $3.72K | Sell |
173
-2
| -1% | -$43 | ﹤0.01% | 2949 |
|
|
2024
Q4 | $2.79K | Sell |
175
-4
| -2% | -$64 | ﹤0.01% | 2983 |
|
|
2024
Q3 | $3.32K | Hold |
179
| – | – | ﹤0.01% | 2789 |
|
|
2024
Q2 | $3.28K | Buy |
179
+70
| +64% | +$1.28K | ﹤0.01% | 2695 |
|
|
2024
Q1 | $2.1K | Hold |
109
| – | – | ﹤0.01% | 2678 |
|
|
2023
Q4 | $2.45K | Sell |
109
-374
| -77% | -$8.4K | ﹤0.01% | 2629 |
|
|
2023
Q3 | $10.6K | Buy |
483
+435
| +906% | +$9.54K | ﹤0.01% | 2235 |
|
|
2023
Q2 | $1.36K | Buy |
48
+30
| +167% | +$850 | ﹤0.01% | 3002 |
|
|
2023
Q1 | $486 | Sell |
18
-4,905
| -100% | -$132K | ﹤0.01% | 3189 |
|
|
2022
Q4 | $136K | Buy |
4,923
+645
| +15% | +$17.8K | ﹤0.01% | 1572 |
|
|
2022
Q3 | $119K | Buy |
4,278
+766
| +22% | +$21.3K | ﹤0.01% | 1738 |
|
|
2022
Q2 | $97K | Hold |
3,512
| – | – | ﹤0.01% | 1703 |
|
|
2022
Q1 | $97K | Buy |
3,512
+3,494
| +19,411% | +$96.5K | ﹤0.01% | 1703 |
|
|
2021
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 3040 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4280 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4055 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3955 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3788 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3657 |
|
|
2020
Q2 | – | Sell |
-103
| Closed | -$3K | – | 3487 |
|
|
2020
Q1 | $3K | Buy |
103
+30
| +41% | +$874 | ﹤0.01% | 2227 |
|
|
2019
Q4 | $3K | Sell |
73
-786
| -92% | -$32.3K | ﹤0.01% | 2390 |
|
|
2019
Q3 | $31K | Buy |
+859
| New | +$31K | ﹤0.01% | 1578 |
|
|
2019
Q1 | $13K | Sell |
326
-106
| -25% | -$4.23K | ﹤0.01% | 1510 |
|
|
2018
Q4 | $15K | Sell |
432
-8
| -2% | -$278 | ﹤0.01% | 2266 |
|
|
2018
Q3 | $20K | Buy |
440
+54
| +14% | +$2.46K | ﹤0.01% | 2432 |
|
|
2018
Q2 | $17K | Sell |
386
-303
| -44% | -$13.3K | ﹤0.01% | 2547 |
|
|
2018
Q1 | $34K | Hold |
689
| – | – | ﹤0.01% | 2038 |
|
|
2017
Q4 | $34K | Sell |
689
-777
| -53% | -$38.3K | ﹤0.01% | 2033 |
|
|
2017
Q3 | $68K | Sell |
1,466
-472
| -24% | -$21.9K | ﹤0.01% | 1791 |
|
|
2017
Q2 | $86K | Buy |
1,938
+594
| +44% | +$26.4K | ﹤0.01% | 1608 |
|
|
2017
Q1 | $55K | Sell |
1,344
-6
| -0.4% | -$246 | ﹤0.01% | 1851 |
|
|
2016
Q4 | $52K | Sell |
1,350
-83
| -6% | -$3.2K | ﹤0.01% | 1850 |
|
|
2016
Q3 | $50K | Buy |
1,433
+115
| +9% | +$4.01K | ﹤0.01% | 1811 |
|
|
2016
Q2 | $43K | Buy |
1,318
+992
| +304% | +$32.4K | ﹤0.01% | 1861 |
|
|
2016
Q1 | $13K | Sell |
326
-2,192
| -87% | -$87.4K | ﹤0.01% | 1510 |
|
|
2015
Q4 | $110K | Buy |
+2,518
| New | +$110K | 0.01% | 1120 |
|