KCFA
Key Client Fiduciary Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
20,849
-315
| -1% | -$33.8K | 0.91% | 24 |
|
|
2025
Q1 | $2.36M | Sell |
21,164
-418
| -2% | -$46.7K | 1.08% | 21 |
|
|
2024
Q4 | $2.56M | Buy |
21,582
+4
| +0% | +$474 | 1.13% | 17 |
|
|
2024
Q3 | $2.61M | Buy |
21,578
+119
| +0.6% | +$14.4K | 1.17% | 16 |
|
|
2024
Q2 | $2.51M | Sell |
21,459
-2,857
| -12% | -$335K | 1.25% | 13 |
|
|
2024
Q1 | $2.85M | Sell |
24,316
-2,573
| -10% | -$302K | 1.52% | 13 |
|
|
2023
Q4 | $2.79M | Sell |
26,889
-4,483
| -14% | -$465K | 1.62% | 14 |
|
|
2023
Q3 | $2.98M | Buy |
31,372
+1,051
| +3% | +$99.7K | 1.83% | 12 |
|
|
2023
Q2 | $2.67M | Buy |
30,321
+2,654
| +10% | +$234K | 1.56% | 14 |
|
|
2023
Q1 | $2.29M | Buy |
27,667
+7,803
| +39% | +$646K | 1.43% | 18 |
|
|
2022
Q4 | $1.98M | Buy |
+19,864
| New | +$1.98M | 1.33% | 19 |
|