Independent Advisor Alliance’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
$1.81M Sell
16,862
-1,149
-6% -$123K 0.05% 301
2025
Q1
$2.01M Sell
18,011
-97
-0.5% -$10.8K 0.07% 253
2024
Q4
$2.15M Buy
18,108
+1,617
+10% +$192K 0.03% 491
2024
Q3
$2M Sell
16,491
-2,185
-12% -$265K 0.07% 223
2024
Q2
$2.19M Buy
18,676
+4,199
+29% +$492K 0.08% 210
2024
Q1
$1.7M Sell
14,477
-403
-3% -$47.3K 0.06% 240
2023
Q4
$1.54M Sell
14,880
-1,476
-9% -$153K 0.06% 245
2023
Q3
$1.55M Sell
16,356
-203
-1% -$19.3K 0.07% 229
2023
Q2
$1.46M Sell
16,559
-6,736
-29% -$594K 0.06% 254
2023
Q1
$1.93M Sell
23,295
-1,121
-5% -$92.8K 0.09% 200
2022
Q4
$2.43K Sell
24,416
-1,673
-6% -$166 ﹤0.01% 232
2022
Q3
$2.24M Buy
26,089
+1,523
+6% +$131K 0.13% 150
2022
Q2
$2.35M Buy
24,566
+3,817
+18% +$365K 0.13% 143
2022
Q1
$2.45M Buy
20,749
+9,622
+86% +$1.14M 0.12% 154
2021
Q4
$1.2M Buy
11,127
+229
+2% +$24.8K 0.06% 248
2021
Q3
$1.15M Sell
10,898
-236
-2% -$24.8K 0.06% 244
2021
Q2
$1.14M Buy
11,134
+295
+3% +$30.2K 0.06% 252
2021
Q1
$987K Sell
10,839
-808
-7% -$73.6K 0.06% 262
2020
Q4
$909K Sell
11,647
-5,087
-30% -$397K 0.06% 230
2020
Q3
$1.06M Sell
16,734
-760
-4% -$48.3K 0.08% 174
2020
Q2
$1.07M Buy
17,494
+2,443
+16% +$149K 0.11% 146
2020
Q1
$785K Buy
15,051
+4,592
+44% +$240K 0.11% 149
2019
Q4
$980K Buy
10,459
+1,897
+22% +$178K 0.04% 365
2019
Q3
$770K Buy
8,562
+1,436
+20% +$129K 0.09% 190
2019
Q2
$720K Buy
7,126
+2,290
+47% +$231K 0.1% 178
2019
Q1
$444K Buy
4,836
+1,170
+32% +$107K 0.06% 243
2018
Q4
$299K Buy
3,666
+559
+18% +$45.6K 0.05% 292
2018
Q3
$311K Buy
+3,107
New +$311K 0.06% 247