JFS Wealth Advisors’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 | $68.4K | Sell |
637
-55
| -8% | -$5.91K | ﹤0.01% | 423 |
|
|
2025
Q1 | $77.3K | Sell |
692
-13
| -2% | -$1.45K | 0.01% | 401 |
|
|
2024
Q4 | $83.6K | Buy |
705
+1
| +0.1% | +$119 | 0.01% | 385 |
|
|
2024
Q3 | $85.3K | Buy |
704
+6
| +0.9% | +$727 | 0.01% | 388 |
|
|
2024
Q2 | $81.8K | Buy |
698
+14
| +2% | +$1.64K | 0.01% | 349 |
|
|
2024
Q1 | $80.3K | Sell |
684
-25
| -4% | -$2.93K | 0.01% | 356 |
|
|
2023
Q4 | $73.5K | Sell |
709
-161
| -19% | -$16.7K | 0.01% | 354 |
|
|
2023
Q3 | $82.6K | Buy |
870
+35
| +4% | +$3.32K | 0.01% | 301 |
|
|
2023
Q2 | $73.7K | Buy |
835
+50
| +6% | +$4.41K | 0.01% | 319 |
|
|
2023
Q1 | $64.9K | Sell |
785
-19
| -2% | -$1.57K | 0.01% | 335 |
|
|
2022
Q4 | $80K | Buy |
804
+39
| +5% | +$3.88K | 0.01% | 310 |
|
|
2022
Q3 | $66K | Sell |
765
-61
| -7% | -$5.26K | 0.01% | 333 |
|
|
2022
Q2 | $79K | Sell |
826
-12
| -1% | -$1.15K | 0.01% | 320 |
|
|
2022
Q1 | $99K | Buy |
838
+71
| +9% | +$8.39K | 0.01% | 305 |
|
|
2021
Q4 | $83K | Sell |
767
-44
| -5% | -$4.76K | 0.01% | 343 |
|
|
2021
Q3 | $85K | Sell |
811
-191
| -19% | -$20K | 0.01% | 339 |
|
|
2021
Q2 | $103K | Buy |
1,002
+1
| +0.1% | +$103 | 0.02% | 217 |
|
|
2021
Q1 | $91K | Buy |
1,001
+1
| +0.1% | +$91 | 0.02% | 203 |
|
|
2020
Q4 | $78K | Buy |
1,000
+2
| +0.2% | +$156 | 0.02% | 211 |
|
|
2020
Q3 | $63K | Buy |
998
+1
| +0.1% | +$63 | 0.02% | 210 |
|
|
2020
Q2 | $61K | Buy |
997
+201
| +25% | +$12.3K | 0.02% | 213 |
|
|
2020
Q1 | $41K | Buy |
796
+202
| +34% | +$10.4K | 0.01% | 232 |
|
|
2019
Q4 | $56K | Buy |
594
+60
| +11% | +$5.66K | 0.01% | 233 |
|
|
2019
Q3 | $48K | Buy |
534
+1
| +0.2% | +$90 | 0.01% | 238 |
|
|
2019
Q2 | $54K | Buy |
533
+1
| +0.2% | +$101 | 0.01% | 235 |
|
|
2019
Q1 | $49K | Sell |
532
-85
| -14% | -$7.83K | 0.01% | 226 |
|
|
2018
Q4 | $50K | Sell |
617
-1,167
| -65% | -$94.6K | 0.01% | 230 |
|
|
2018
Q3 | $181K | Sell |
1,784
-88
| -5% | -$8.93K | 0.05% | 147 |
|
|
2018
Q2 | $175K | Sell |
1,872
-69
| -4% | -$6.45K | 0.05% | 145 |
|
|
2018
Q1 | $201K | Sell |
1,941
-6
| -0.3% | -$621 | 0.05% | 140 |
|
|
2017
Q4 | $224K | Buy |
1,947
+101
| +5% | +$11.6K | 0.05% | 128 |
|
|
2017
Q3 | $196K | Sell |
1,846
-123
| -6% | -$13.1K | 0.05% | 129 |
|
|
2017
Q2 | $213K | Sell |
1,969
-59
| -3% | -$6.38K | 0.06% | 115 |
|
|
2017
Q1 | $211K | Hold |
2,028
| – | – | 0.06% | 124 |
|
|
2016
Q4 | $211K | Buy |
2,028
+1
| +0% | +$104 | 0.06% | 124 |
|
|
2016
Q3 | $165K | Sell |
2,027
-52
| -3% | -$4.23K | 0.05% | 142 |
|
|
2016
Q2 | $148K | Sell |
2,079
-453
| -18% | -$32.2K | 0.04% | 181 |
|
|
2016
Q1 | $183K | Sell |
2,532
-78
| -3% | -$5.64K | 0.05% | 138 |
|
|
2015
Q4 | $212K | Buy |
2,610
+108
| +4% | +$8.77K | 0.06% | 130 |
|
|
2015
Q3 | $191K | Buy |
2,502
+2,296
| +1,115% | +$175K | 0.08% | 106 |
|
|
2015
Q2 | $18K | Sell |
206
-2
| -1% | -$175 | 0.01% | 297 |
|
|
2015
Q1 | $17K | Buy |
208
+1
| +0.5% | +$82 | 0.01% | 303 |
|
|
2014
Q4 | $19K | Hold |
207
| – | – | ﹤0.01% | 294 |
|
|
2014
Q3 | $18K | Sell |
207
-169
| -45% | -$14.7K | ﹤0.01% | 274 |
|
|
2014
Q2 | $33K | Buy |
+376
| New | +$33K | 0.01% | 224 |
|