Kingsview 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
Q2 | $640K | Sell |
5,955
-44
| -0.7% | -$4.73K | 0.01% | 686 |
|
|
2025
Q1 | $670K | Sell |
5,999
-933
| -13% | -$104K | 0.01% | 639 |
|
|
2024
Q4 | $822K | Sell |
6,932
-80
| -1% | -$9.48K | 0.02% | 598 |
|
|
2024
Q3 | $849K | Buy |
7,012
+237
| +3% | +$28.7K | 0.02% | 574 |
|
|
2024
Q2 | $794K | Sell |
6,775
-135
| -2% | -$15.8K | 0.02% | 570 |
|
|
2024
Q1 | $811K | Buy |
6,910
+1,116
| +19% | +$131K | 0.02% | 553 |
|
|
2023
Q4 | $601K | Sell |
5,794
-6,629
| -53% | -$687K | 0.02% | 599 |
|
|
2023
Q3 | $1.18M | Buy |
12,423
+3,366
| +37% | +$319K | 0.04% | 395 |
|
|
2023
Q2 | $799K | Sell |
9,057
-691
| -7% | -$61K | 0.03% | 472 |
|
|
2023
Q1 | $807K | Buy |
9,748
+4,812
| +97% | +$398K | 0.03% | 451 |
|
|
2022
Q4 | $491K | Sell |
4,936
-1,726
| -26% | -$172K | 0.02% | 517 |
|
|
2022
Q3 | $571K | Sell |
6,662
-1,513
| -19% | -$130K | 0.03% | 468 |
|
|
2022
Q2 | $782K | Sell |
8,175
-110
| -1% | -$10.5K | 0.04% | 427 |
|
|
2022
Q1 | $979K | Buy |
8,285
+3,689
| +80% | +$436K | 0.04% | 398 |
|
|
2021
Q4 | $498K | Buy |
4,596
+190
| +4% | +$20.6K | 0.02% | 574 |
|
|
2021
Q3 | $463K | Sell |
4,406
-6,451
| -59% | -$678K | 0.02% | 568 |
|
|
2021
Q2 | $1.12M | Buy |
10,857
+2,324
| +27% | +$240K | 0.06% | 348 |
|
|
2021
Q1 | $791K | Buy |
8,533
+5,192
| +155% | +$481K | 0.04% | 395 |
|
|
2020
Q4 | $261K | Sell |
3,341
-3,639
| -52% | -$284K | 0.02% | 582 |
|
|
2020
Q3 | $443K | Buy |
6,980
+1,992
| +40% | +$126K | 0.04% | 389 |
|
|
2020
Q2 | $304K | Buy |
+4,988
| New | +$304K | 0.03% | 433 |
|
|
2020
Q1 | – | Sell |
-3,092
| Closed | -$290K | – | 518 |
|
|
2019
Q4 | $290K | Buy |
3,092
+189
| +7% | +$17.7K | 0.04% | 370 |
|
|
2019
Q3 | $261K | Buy |
2,903
+11
| +0.4% | +$989 | 0.04% | 358 |
|
|
2019
Q2 | $292K | Sell |
2,892
-957
| -25% | -$96.6K | 0.05% | 325 |
|
|
2019
Q1 | $354K | Buy |
+3,849
| New | +$354K | 0.05% | 322 |
|
|
2018
Q4 | – | Sell |
-2,612
| Closed | -$265K | – | 373 |
|
|
2018
Q3 | $265K | Buy |
2,612
+295
| +13% | +$29.9K | 0.05% | 303 |
|
|
2018
Q2 | $217K | Buy |
2,317
+70
| +3% | +$6.56K | 0.05% | 292 |
|
|
2018
Q1 | $233K | Sell |
2,247
-21
| -0.9% | -$2.18K | 0.06% | 283 |
|
|
2017
Q4 | $261K | Sell |
2,268
-1,301
| -36% | -$150K | 0.09% | 261 |
|
|
2017
Q3 | $379K | Buy |
3,569
+324
| +10% | +$34.4K | 0.17% | 172 |
|
|
2017
Q2 | $351K | Buy |
3,245
+331
| +11% | +$35.8K | 0.18% | 161 |
|
|
2017
Q1 | $311K | Buy |
+2,914
| New | +$311K | 0.18% | 167 |
|