LA
Legacy Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,304
| Closed | -$257K | – | 311 |
|
|
2025
Q1 | $257K | Sell |
2,304
-77
| -3% | -$8.6K | 0.03% | 360 |
|
|
2024
Q4 | $282K | Buy |
2,381
+75
| +3% | +$8.89K | 0.03% | 322 |
|
|
2024
Q3 | $279K | Buy |
2,306
+64
| +3% | +$7.75K | 0.03% | 305 |
|
|
2024
Q2 | $263K | Buy |
2,242
+74
| +3% | +$8.67K | 0.03% | 271 |
|
|
2024
Q1 | $255K | Buy |
2,168
+164
| +8% | +$19.3K | 0.03% | 271 |
|
|
2023
Q4 | $208K | Buy |
+2,004
| New | +$208K | 0.03% | 293 |
|
|
2019
Q3 | – | Sell |
-1,200
| Closed | -$121K | – | 280 |
|
|
2019
Q2 | $121K | Hold |
1,200
| – | – | 0.08% | 151 |
|
|
2019
Q1 | $110K | Buy |
+1,200
| New | +$110K | 0.04% | 148 |
|
|
2018
Q4 | – | Sell |
-1,236
| Closed | -$125K | – | 327 |
|
|
2018
Q3 | $125K | Hold |
1,236
| – | – | 0.06% | 167 |
|
|
2018
Q2 | $116K | Buy |
1,236
+36
| +3% | +$3.38K | 0.09% | 127 |
|
|
2018
Q1 | $125K | Hold |
1,200
| – | – | 0.09% | 109 |
|
|
2017
Q4 | $137K | Sell |
1,200
-26
| -2% | -$2.97K | 0.13% | 73 |
|
|
2017
Q3 | $130K | Buy |
1,226
+26
| +2% | +$2.76K | 0.14% | 67 |
|
|
2017
Q2 | $129K | Hold |
1,200
| – | – | 0.16% | 65 |
|
|
2017
Q1 | $128K | Hold |
1,200
| – | – | 0.17% | 55 |
|
|
2016
Q4 | $124K | Buy |
+1,200
| New | +$124K | 0.17% | 60 |
|