Klingman & Associates’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,932	Closed	-$208K	–	333
2025 Q2	$208K	Buy	+1,932	New	+$200K	0.01%	296
2025 Q1	–	Sell	-2,622	Closed	-$311K	–	269
2024 Q4	$311K	Hold	2,622	–	–	0.02%	202
2024 Q3	$318K	Buy	+2,622	New	+$310K	0.02%	208
2016 Q4	–	Sell	-175	Closed	-$14K	–	265
2016 Q3	$14K	Hold	175	–	–	﹤0.01%	279
2016 Q2	$12K	Hold	175	–	–	﹤0.01%	295
2016 Q1	$13K	Hold	175	–	–	﹤0.01%	288
2015 Q4	$14K	Hold	175	–	–	0.01%	289
2015 Q3	$13K	Hold	175	–	–	0.01%	292
2015 Q2	$15K	Hold	175	–	–	0.01%	278
2015 Q1	$14K	Hold	175	–	–	0.01%	261
2014 Q4	$14K	Buy	+175	New	+$15K	0.01%	266