Klingman & Associates’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 | $208K | Buy |
+1,932
| New | +$208K | 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 | +$318K | 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 | +$14K | 0.01% | 266 |
|