Lee Financial’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30
| Closed | -$3.11K | – | 648 |
|
|
2023
Q4 | $3.11K | Buy |
+30
| New | +$3.11K | ﹤0.01% | 646 |
|
|
2023
Q2 | – | Sell |
-36
| Closed | -$2.98K | – | 825 |
|
|
2023
Q1 | $2.98K | Sell |
36
-38
| -51% | -$3.15K | ﹤0.01% | 596 |
|
|
2022
Q4 | $7.36K | Buy |
74
+69
| +1,380% | +$6.86K | ﹤0.01% | 501 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 975 |
|
|
2022
Q2 | – | Sell |
-40
| Closed | -$5K | – | 966 |
|
|
2022
Q1 | $5K | Sell |
40
-50
| -56% | -$6.25K | ﹤0.01% | 516 |
|
|
2021
Q4 | $9K | Buy |
90
+50
| +125% | +$5K | ﹤0.01% | 522 |
|
|
2021
Q3 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 522 |
|
|
2018
Q3 | – | Sell |
-139
| Closed | -$13K | – | 652 |
|
|
2018
Q2 | $13K | Hold |
139
| – | – | ﹤0.01% | 434 |
|
|
2018
Q1 | $14K | Buy |
139
+70
| +101% | +$7.05K | ﹤0.01% | 414 |
|
|
2017
Q4 | $8K | Buy |
+69
| New | +$8K | ﹤0.01% | 384 |
|