Kozak & 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 | $19.1K | Buy |
180
+3
| +2% | +$319 | ﹤0.01% | 195 |
|
2025
Q1 | $18K | Buy |
177
+2
| +1% | +$203 | ﹤0.01% | 179 |
|
2024
Q4 | $20.9K | Buy |
175
+1
| +0.6% | +$119 | ﹤0.01% | 178 |
|
2024
Q3 | $22.1K | Buy |
174
+2
| +1% | +$254 | 0.01% | 179 |
|
2024
Q2 | $20.4K | Buy |
172
+2
| +1% | +$237 | 0.01% | 171 |
|
2024
Q1 | $20.4K | Buy |
170
+2
| +1% | +$240 | 0.01% | 177 |
|
2023
Q4 | $17.3K | Sell |
168
-30
| -15% | -$3.08K | 0.01% | 196 |
|
2023
Q3 | $18.4K | Buy |
198
+3
| +2% | +$279 | 0.01% | 199 |
|
2023
Q2 | $17.4K | Buy |
195
+2
| +1% | +$179 | 0.01% | 195 |
|
2023
Q1 | $15.9K | Buy |
193
+3
| +2% | +$248 | 0.01% | 203 |
|
2022
Q4 | $19K | Buy |
190
+3
| +2% | +$300 | 0.01% | 196 |
|
2022
Q3 | $17K | Buy |
187
+2
| +1% | +$182 | 0.01% | 195 |
|
2022
Q2 | $18K | Buy |
185
+4
| +2% | +$389 | 0.01% | 205 |
|
2022
Q1 | $19K | Hold |
181
| – | – | 0.01% | 213 |
|
2021
Q4 | $19K | Buy |
181
+2
| +1% | +$210 | 0.01% | 213 |
|
2021
Q3 | $20K | Buy |
+179
| New | +$20K | 0.01% | 207 |
|