KWB Wealth’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 | $294K | Sell |
2,635
-2,001
| -43% | -$223K | 0.04% | 124 |
|
|
2025
Q1 | $550K | Buy |
4,636
+13
| +0.3% | +$1.54K | 0.07% | 90 |
|
|
2024
Q4 | $560K | Buy |
4,623
+1,267
| +38% | +$153K | 0.07% | 82 |
|
|
2024
Q3 | $393K | Sell |
3,356
-1,611
| -32% | -$189K | 0.05% | 95 |
|
|
2024
Q2 | $583K | Sell |
4,967
-91
| -2% | -$10.7K | 0.08% | 76 |
|
|
2024
Q1 | $594K | Sell |
5,058
-760
| -13% | -$89.2K | 0.08% | 76 |
|
|
2023
Q4 | $603K | Sell |
5,818
-33
| -0.6% | -$3.42K | 0.09% | 73 |
|
|
2023
Q3 | $516K | Buy |
5,851
+31
| +0.5% | +$2.74K | 0.08% | 69 |
|
|
2023
Q2 | $513K | Buy |
5,820
+195
| +3% | +$17.2K | 0.08% | 71 |
|
|
2023
Q1 | $560K | Buy |
5,625
+345
| +7% | +$34.3K | 0.1% | 66 |
|
|
2022
Q4 | $525K | Buy |
5,280
+1,487
| +39% | +$148K | 0.1% | 65 |
|
|
2022
Q3 | $325K | Buy |
3,793
+246
| +7% | +$21.1K | 0.06% | 80 |
|
|
2022
Q2 | $339K | Buy |
3,547
+746
| +27% | +$71.3K | 0.07% | 80 |
|
|
2022
Q1 | $303K | Hold |
2,801
| – | – | 0.05% | 74 |
|
|
2021
Q4 | $303K | Buy |
+2,801
| New | +$303K | 0.05% | 74 |
|