IHT 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 | $872K | Buy |
8,120
+458
| +6% | +$49.2K | 0.02% | 531 |
|
|
2025
Q1 | $856K | Buy |
7,662
+81
| +1% | +$9.05K | 0.03% | 510 |
|
|
2024
Q4 | $899K | Sell |
7,581
-808
| -10% | -$95.8K | 0.03% | 490 |
|
|
2024
Q3 | $1.01M | Buy |
8,389
+868
| +12% | +$105K | 0.03% | 498 |
|
|
2024
Q2 | $881K | Buy |
7,521
+26
| +0.3% | +$3.05K | 0.03% | 466 |
|
|
2024
Q1 | $880K | Sell |
7,495
-103
| -1% | -$12.1K | 0.04% | 466 |
|
|
2023
Q4 | $788K | Sell |
7,598
-65
| -0.8% | -$6.74K | 0.04% | 454 |
|
|
2023
Q3 | $727K | Sell |
7,663
-220
| -3% | -$20.9K | 0.04% | 437 |
|
|
2023
Q2 | $695K | Buy |
7,883
+128
| +2% | +$11.3K | 0.04% | 439 |
|
|
2023
Q1 | $642K | Buy |
7,755
+835
| +12% | +$69.1K | 0.04% | 432 |
|
|
2022
Q4 | $688K | Buy |
6,920
+93
| +1% | +$9.25K | 0.04% | 394 |
|
|
2022
Q3 | $586K | Buy |
6,827
+1,741
| +34% | +$149K | 0.04% | 408 |
|
|
2022
Q2 | $487K | Buy |
5,086
+217
| +4% | +$20.8K | 0.04% | 395 |
|
|
2022
Q1 | $575K | Buy |
4,869
+814
| +20% | +$96.1K | 0.04% | 378 |
|
|
2021
Q4 | $439K | Sell |
4,055
-120
| -3% | -$13K | 0.03% | 477 |
|
|
2021
Q3 | $439K | Sell |
4,175
-3,493
| -46% | -$367K | 0.04% | 465 |
|
|
2021
Q2 | $786K | Buy |
7,668
+3,762
| +96% | +$386K | 0.05% | 390 |
|
|
2021
Q1 | $356K | Buy |
3,906
+391
| +11% | +$35.6K | 0.03% | 567 |
|
|
2020
Q4 | $274K | Buy |
+3,515
| New | +$274K | 0.02% | 588 |
|
|
2020
Q2 | – | Sell |
-5,188
| Closed | -$270K | – | 624 |
|
|
2020
Q1 | $270K | Sell |
5,188
-1,043
| -17% | -$54.3K | 0.04% | 418 |
|
|
2019
Q4 | $584K | Buy |
6,231
+747
| +14% | +$70K | 0.07% | 298 |
|
|
2019
Q3 | $498K | Buy |
5,484
+1,401
| +34% | +$127K | 0.07% | 314 |
|
|
2019
Q2 | $412K | Buy |
4,083
+134
| +3% | +$13.5K | 0.06% | 330 |
|
|
2019
Q1 | $363K | Buy |
3,949
+417
| +12% | +$38.3K | 0.06% | 322 |
|
|
2018
Q4 | $288K | Buy |
3,532
+383
| +12% | +$31.2K | 0.06% | 342 |
|
|
2018
Q3 | $319K | Buy |
3,149
+188
| +6% | +$19K | 0.07% | 305 |
|
|
2018
Q2 | $277K | Sell |
2,961
-6
| -0.2% | -$561 | 0.07% | 324 |
|
|
2018
Q1 | $299K | Buy |
2,967
+2,011
| +210% | +$203K | 0.08% | 271 |
|
|
2017
Q4 | $112K | Buy |
956
+227
| +31% | +$26.6K | 0.03% | 469 |
|
|
2017
Q3 | $80K | Sell |
729
-166
| -19% | -$18.2K | 0.03% | 397 |
|
|
2017
Q2 | $68 | Buy |
895
+84
| +10% | +$6 | 0.03% | 433 |
|
|
2017
Q1 | $86K | Sell |
811
-41
| -5% | -$4.35K | 0.06% | 303 |
|
|
2016
Q4 | $89K | Buy |
+852
| New | +$89K | 0.07% | 287 |
|