Journey Strategic Wealth’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 | $1.12M | Sell |
10,451
-37
| -0.4% | -$3.98K | 0.04% | 147 |
|
|
2025
Q1 | $1.17M | Buy |
10,488
+3,755
| +56% | +$419K | 0.04% | 117 |
|
|
2024
Q4 | $798K | Buy |
6,733
+2,859
| +74% | +$339K | 0.03% | 151 |
|
|
2024
Q3 | $469K | Buy |
3,874
+331
| +9% | +$40.1K | 0.02% | 228 |
|
|
2024
Q2 | $415K | Buy |
3,543
+880
| +33% | +$103K | 0.02% | 193 |
|
|
2024
Q1 | $313K | Buy |
2,663
+195
| +8% | +$22.9K | 0.01% | 180 |
|
|
2023
Q4 | $256K | Buy |
+2,468
| New | +$256K | 0.01% | 161 |
|
|
2023
Q2 | – | Sell |
-3,355
| Closed | -$278K | – | 254 |
|
|
2023
Q1 | $278K | Buy |
3,355
+649
| +24% | +$53.7K | 0.03% | 168 |
|
|
2022
Q4 | $269K | Buy |
+2,706
| New | +$269K | 0.03% | 157 |
|