Lantern Wealth Advisors’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 | $1.58M | Buy |
+14,719
| New | +$1.58M | 0.94% | 31 |
|
|
2024
Q4 | $1.2M | Buy |
10,117
+63
| +0.6% | +$7.47K | 0.78% | 38 |
|
|
2024
Q3 | $1.22M | Sell |
10,054
-400
| -4% | -$48.4K | 0.84% | 35 |
|
|
2024
Q2 | $1.23M | Hold |
10,454
| – | – | 0.89% | 34 |
|
|
2024
Q1 | $1.23M | Sell |
10,454
-20
| -0.2% | -$2.35K | 0.86% | 33 |
|
|
2023
Q4 | $1.09M | Buy |
+10,474
| New | +$1.09M | 0.85% | 32 |
|