Jamison Private 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
Q1 | – | Sell |
-2,538
| Closed | -$301K | – | 204 |
|
|
2024
Q4 | $301K | Hold |
2,538
| – | – | 0.04% | 177 |
|
|
2024
Q3 | $307K | Hold |
2,538
| – | – | 0.05% | 163 |
|
|
2024
Q2 | $297K | Sell |
2,538
-5
| -0.2% | -$586 | 0.05% | 152 |
|
|
2024
Q1 | $299K | Buy |
2,543
+2,413
| +1,856% | +$283K | 0.05% | 153 |
|
|
2023
Q4 | $13.5K | Hold |
130
| – | – | ﹤0.01% | 290 |
|
|
2023
Q3 | $12.3K | Buy |
+130
| New | +$12.3K | ﹤0.01% | 287 |
|