Kingswood Wealth Advisors’s Prudential Financial PRU Stock Holding History

Kingswood Wealth Advisors’s Portfolio PRU Stock Details PRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$231K	Sell
2025 Q1	$314K	Sell
2024 Q4	$574K	Buy
2024 Q3	$408K	Sell
2024 Q2	$556K	Buy
2024 Q1	$449K	Sell
2023 Q4	$492K	Buy
2023 Q3	$238K	Buy