Jones Financial Companies’s Prudential PUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
9,184
+6,536
| +247% | +$165K | ﹤0.01% | 1608 |
|
|
2025
Q1 | $56.7K | Buy |
2,648
+2,006
| +312% | +$43K | ﹤0.01% | 2009 |
|
|
2024
Q4 | $10.2K | Sell |
642
-21
| -3% | -$335 | ﹤0.01% | 2523 |
|
|
2024
Q3 | $12.3K | Buy |
663
+178
| +37% | +$3.3K | ﹤0.01% | 2143 |
|
|
2024
Q2 | $8.89K | Buy |
+485
| New | +$8.89K | ﹤0.01% | 1792 |
|
|
2024
Q1 | – | Sell |
-50
| Closed | -$1.12K | – | 1434 |
|
|
2023
Q4 | $1.12K | Buy |
50
+23
| +85% | +$517 | ﹤0.01% | 954 |
|
|
2023
Q3 | $592 | Buy |
+27
| New | +$592 | ﹤0.01% | 662 |
|
|
2023
Q2 | – | Sell |
-120
| Closed | -$3.28K | – | 577 |
|
|
2023
Q1 | $3.28K | Buy |
120
+114
| +1,900% | +$3.12K | ﹤0.01% | 541 |
|
|
2022
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 763 |
|
|
2022
Q1 | – | Sell |
-220
| Closed | -$8K | – | 809 |
|
|
2021
Q4 | $8K | Hold |
220
| – | – | ﹤0.01% | 587 |
|
|
2021
Q3 | $9K | Hold |
220
| – | – | ﹤0.01% | 514 |
|
|
2021
Q2 | $8K | Buy |
+220
| New | +$8K | ﹤0.01% | 505 |
|
|
2021
Q1 | – | Sell |
-81
| Closed | -$3K | – | 844 |
|
|
2020
Q4 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 570 |
|
|
2013
Q4 | – | Sell |
-96
| Closed | -$4K | – | 465 |
|
|
2013
Q3 | $4K | Hold |
96
| – | – | ﹤0.01% | 607 |
|
|
2013
Q2 | $3K | Buy |
+96
| New | +$3K | ﹤0.01% | 712 |
|