Kovitz Investment Group Partners’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Sell |
20,191
-14,488
| -42% | -$362K | ﹤0.01% | 962 |
|
|
2025
Q1 | $746K | Sell |
34,679
-2,560
| -7% | -$55K | ﹤0.01% | 806 |
|
|
2024
Q4 | $594K | Buy |
37,239
+558
| +2% | +$8.9K | ﹤0.01% | 845 |
|
|
2024
Q3 | $672K | Buy |
36,681
+3,380
| +10% | +$61.9K | ﹤0.01% | 706 |
|
|
2024
Q2 | $610K | Buy |
33,301
+7,539
| +29% | +$138K | 0.01% | 621 |
|
|
2024
Q1 | $496K | Buy |
+25,762
| New | +$496K | 0.01% | 503 |
|