Lake Street Advisors Group’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $441K | Sell |
3,719
-118
| -3% | -$14K | 0.02% | 350 |
|
|
2024
Q3 | $465K | Buy |
3,837
+219
| +6% | +$26.5K | 0.02% | 348 |
|
|
2024
Q2 | $424K | Sell |
3,618
-93
| -3% | -$10.9K | 0.02% | 357 |
|
|
2024
Q1 | $436K | Sell |
3,711
-5
| -0.1% | -$587 | 0.02% | 366 |
|
|
2023
Q4 | $385K | Buy |
+3,716
| New | +$385K | 0.02% | 377 |
|
|
2021
Q3 | – | Sell |
-2,822
| Closed | -$305K | – | 377 |
|
|
2021
Q2 | $305K | Buy |
2,822
+51
| +2% | +$5.51K | 0.02% | 241 |
|
|
2021
Q1 | $252K | Buy |
2,771
+20
| +0.7% | +$1.82K | 0.02% | 264 |
|
|
2020
Q4 | $215K | Buy |
+2,751
| New | +$215K | 0.02% | 284 |
|
|
2020
Q1 | – | Sell |
-2,644
| Closed | -$248K | – | 276 |
|
|
2019
Q4 | $248K | Buy |
2,644
+208
| +9% | +$19.5K | 0.02% | 213 |
|
|
2019
Q3 | $219K | Sell |
2,436
-134
| -5% | -$12K | 0.02% | 199 |
|
|
2019
Q2 | $260K | Sell |
2,570
-152
| -6% | -$15.4K | 0.03% | 170 |
|
|
2019
Q1 | $250K | Sell |
2,722
-1,194
| -30% | -$110K | 0.03% | 177 |
|
|
2018
Q4 | $319K | Buy |
3,916
+1,817
| +87% | +$148K | 0.04% | 129 |
|
|
2018
Q3 | $213K | Sell |
2,099
-339
| -14% | -$34.4K | 0.02% | 194 |
|
|
2018
Q2 | $228K | Buy |
2,438
+39
| +2% | +$3.65K | 0.02% | 286 |
|
|
2018
Q1 | $248K | Sell |
2,399
-2
| -0.1% | -$207 | 0.03% | 253 |
|
|
2017
Q4 | $276K | Buy |
+2,401
| New | +$276K | 0.03% | 241 |
|