Levy Wealth Management 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
Q2 | – | Sell |
-2,537
| Closed | -$263K | – | 106 |
|
|
2024
Q1 | $263K | Hold |
2,537
| – | – | 0.07% | 88 |
|
|
2023
Q4 | $263K | Buy |
2,537
+19
| +0.8% | +$1.97K | 0.07% | 88 |
|
|
2023
Q3 | $239K | Buy |
2,518
+19
| +0.8% | +$1.8K | 0.07% | 97 |
|
|
2023
Q2 | $220K | Buy |
2,499
+5
| +0.2% | +$441 | 0.07% | 103 |
|
|
2023
Q1 | $206K | Buy |
2,494
+41
| +2% | +$3.39K | 0.06% | 102 |
|
|
2022
Q4 | $244K | Buy |
2,453
+18
| +0.7% | +$1.79K | 0.08% | 79 |
|
|
2022
Q3 | $209K | Sell |
2,435
-232
| -9% | -$19.9K | 0.09% | 76 |
|
|
2022
Q2 | $255K | Buy |
2,667
+19
| +0.7% | +$1.82K | 0.12% | 57 |
|
|
2022
Q1 | $313K | Buy |
2,648
+266
| +11% | +$31.4K | 0.13% | 51 |
|
|
2021
Q4 | $258K | Buy |
2,382
+15
| +0.6% | +$1.63K | 0.12% | 63 |
|
|
2021
Q3 | $249K | Buy |
2,367
+15
| +0.6% | +$1.58K | 0.14% | 57 |
|
|
2021
Q2 | $241K | Buy |
2,352
+4
| +0.2% | +$410 | 0.14% | 59 |
|
|
2021
Q1 | $214K | Buy |
+2,348
| New | +$214K | 0.14% | 63 |
|