Integrated Wealth Concepts’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 | $1.55M | Sell |
14,438
-32
| -0.2% | -$3.44K | 0.02% | 722 |
|
|
2025
Q1 | $1.62M | Sell |
14,470
-1,586
| -10% | -$177K | 0.02% | 636 |
|
|
2024
Q4 | $1.9M | Sell |
16,056
-1,032
| -6% | -$122K | 0.02% | 578 |
|
|
2024
Q3 | $2.07M | Sell |
17,088
-4,568
| -21% | -$553K | 0.03% | 537 |
|
|
2024
Q2 | $2.54M | Buy |
21,656
+3,375
| +18% | +$396K | 0.03% | 441 |
|
|
2024
Q1 | $2.15M | Sell |
18,281
-2,081
| -10% | -$244K | 0.03% | 499 |
|
|
2023
Q4 | $2.11M | Sell |
20,362
-28,921
| -59% | -$3M | 0.03% | 460 |
|
|
2023
Q3 | $4.68M | Sell |
49,283
-1,055
| -2% | -$100K | 0.08% | 235 |
|
|
2023
Q2 | $4.44M | Buy |
50,338
+3,139
| +7% | +$277K | 0.08% | 253 |
|
|
2023
Q1 | $3.91M | Buy |
47,199
+43,090
| +1,049% | +$3.57M | 0.08% | 234 |
|
|
2022
Q4 | $409K | Sell |
4,109
-703
| -15% | -$70K | 0.01% | 716 |
|
|
2022
Q3 | $413K | Sell |
4,812
-97
| -2% | -$8.33K | 0.01% | 649 |
|
|
2022
Q2 | $470K | Sell |
4,909
-195
| -4% | -$18.7K | 0.01% | 616 |
|
|
2022
Q1 | $603K | Buy |
5,104
+394
| +8% | +$46.5K | 0.02% | 532 |
|
|
2021
Q4 | $510K | Sell |
4,710
-1,104
| -19% | -$120K | 0.02% | 612 |
|
|
2021
Q3 | $612K | Buy |
5,814
+1,731
| +42% | +$182K | 0.02% | 532 |
|
|
2021
Q2 | $418K | Sell |
4,083
-2,361
| -37% | -$242K | 0.01% | 569 |
|
|
2021
Q1 | $587K | Buy |
6,444
+2,073
| +47% | +$189K | 0.02% | 439 |
|
|
2020
Q4 | $341K | Buy |
4,371
+108
| +3% | +$8.43K | 0.02% | 496 |
|
|
2020
Q3 | $271K | Sell |
4,263
-211
| -5% | -$13.4K | 0.02% | 475 |
|
|
2020
Q2 | $272K | Sell |
4,474
-1,826
| -29% | -$111K | 0.02% | 427 |
|
|
2020
Q1 | $329K | Sell |
6,300
-1,024
| -14% | -$53.5K | 0.03% | 292 |
|
|
2019
Q4 | $687K | Buy |
7,324
+4,552
| +164% | +$427K | 0.06% | 216 |
|
|
2019
Q3 | $249K | Buy |
2,772
+316
| +13% | +$28.4K | 0.03% | 351 |
|
|
2019
Q2 | $248K | Sell |
2,456
-113
| -4% | -$11.4K | 0.03% | 315 |
|
|
2019
Q1 | $236K | Buy |
2,569
+59
| +2% | +$5.42K | 0.04% | 286 |
|
|
2018
Q4 | $205K | Buy |
+2,510
| New | +$205K | 0.06% | 249 |
|