Kingswood Wealth Advisors’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 | $231K | Sell |
2,149
-662
| -24% | -$71.1K | 0.02% | 656 |
|
|
2025
Q1 | $314K | Sell |
2,811
-2,028
| -42% | -$226K | 0.03% | 534 |
|
|
2024
Q4 | $574K | Buy |
4,839
+1,465
| +43% | +$174K | 0.04% | 404 |
|
|
2024
Q3 | $408K | Sell |
3,374
-1,371
| -29% | -$166K | 0.03% | 513 |
|
|
2024
Q2 | $556K | Buy |
4,745
+924
| +24% | +$108K | 0.05% | 363 |
|
|
2024
Q1 | $449K | Sell |
3,821
-920
| -19% | -$108K | 0.05% | 375 |
|
|
2023
Q4 | $492K | Buy |
4,741
+2,238
| +89% | +$232K | 0.06% | 347 |
|
|
2023
Q3 | $238K | Buy |
+2,503
| New | +$238K | 0.04% | 357 |
|