KMG Fiduciary Partners’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 | $3.92M | Sell |
36,506
-1,377
| -4% | -$148K | 0.29% | 85 |
|
|
2025
Q1 | $4.23M | Buy |
37,883
+2,252
| +6% | +$252K | 0.35% | 70 |
|
|
2024
Q4 | $4.22M | Sell |
35,631
-35
| -0.1% | -$4.15K | 0.35% | 73 |
|
|
2024
Q3 | $4.32M | Sell |
35,666
-12,428
| -26% | -$1.51M | 0.37% | 69 |
|
|
2024
Q2 | $5.64M | Sell |
48,094
-95
| -0.2% | -$11.1K | 0.55% | 46 |
|
|
2024
Q1 | $5.66M | Sell |
48,189
-205
| -0.4% | -$24.1K | 0.59% | 45 |
|
|
2023
Q4 | $5.02M | Buy |
48,394
+22
| +0% | +$2.28K | 0.58% | 45 |
|
|
2023
Q3 | $4.59M | Buy |
48,372
+300
| +0.6% | +$28.5K | 0.61% | 44 |
|
|
2023
Q2 | $4.24M | Buy |
48,072
+9,149
| +24% | +$807K | 0.55% | 51 |
|
|
2023
Q1 | $3.22M | Sell |
38,923
-3,255
| -8% | -$269K | 0.46% | 58 |
|
|
2022
Q4 | $4.2M | Buy |
42,178
+1,540
| +4% | +$153K | 0.69% | 45 |
|
|
2022
Q3 | $3.49M | Buy |
40,638
+17,224
| +74% | +$1.48M | 0.67% | 48 |
|
|
2022
Q2 | $2.24M | Buy |
23,414
+1,909
| +9% | +$183K | 0.42% | 64 |
|
|
2022
Q1 | $2.54M | Buy |
21,505
+701
| +3% | +$82.8K | 0.41% | 61 |
|
|
2021
Q4 | $2.25M | Buy |
20,804
+412
| +2% | +$44.6K | 0.35% | 73 |
|
|
2021
Q3 | $2.15M | Buy |
20,392
+8,448
| +71% | +$889K | 0.37% | 63 |
|
|
2021
Q2 | $1.22M | Buy |
11,944
+939
| +9% | +$96.2K | 0.22% | 91 |
|
|
2021
Q1 | $1M | Buy |
11,005
+2,280
| +26% | +$208K | 0.2% | 95 |
|
|
2020
Q4 | $673K | Buy |
8,725
+225
| +3% | +$17.4K | 0.14% | 108 |
|
|
2020
Q3 | $540K | Buy |
+8,500
| New | +$540K | 0.13% | 108 |
|