LIA
LBMC Investment Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Hold |
2,296
| – | – | 0.02% | 189 |
|
|
2025
Q1 | $256K | Buy |
2,296
+1
| +0% | +$112 | 0.02% | 176 |
|
|
2024
Q4 | $272K | Hold |
2,295
| – | – | 0.02% | 165 |
|
|
2024
Q3 | $278K | Buy |
2,295
+1
| +0% | +$121 | 0.02% | 161 |
|
|
2024
Q2 | $269K | Hold |
2,294
| – | – | 0.02% | 152 |
|
|
2024
Q1 | $269K | Hold |
2,294
| – | – | 0.02% | 149 |
|
|
2023
Q4 | $238K | Buy |
2,294
+1
| +0% | +$104 | 0.02% | 144 |
|
|
2023
Q3 | $209K | Hold |
2,293
| – | – | 0.02% | 149 |
|
|
2023
Q2 | $202K | Buy |
+2,293
| New | +$202K | 0.02% | 160 |
|
|
2023
Q1 | – | Sell |
-2,292
| Closed | -$228K | – | 165 |
|
|
2022
Q4 | $228K | Buy |
+2,292
| New | +$228K | 0.02% | 142 |
|
|
2022
Q3 | – | Sell |
-2,291
| Closed | -$219K | – | 159 |
|
|
2022
Q2 | $219K | Hold |
2,291
| – | – | 0.02% | 143 |
|
|
2022
Q1 | $271K | Hold |
2,291
| – | – | 0.02% | 128 |
|
|
2021
Q4 | $248K | Buy |
2,291
+767
| +50% | +$83K | 0.02% | 148 |
|
|
2021
Q3 | $241 | Sell |
1,524
-766
| -33% | -$121 | 0.02% | 145 |
|
|
2021
Q2 | $235K | Buy |
+2,290
| New | +$235K | 0.02% | 151 |
|