Levy Wealth Management Group’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $263K | Buy |
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|
2023
Q3 | $239K | Buy |
|
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|
2023
Q2 | $220K | Buy |
|
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|
2023
Q1 | $206K | Buy |
|
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|
2022
Q4 | $244K | Buy |
|
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|
2022
Q3 | $209K | Sell |
|
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $313K | Buy |
|
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|
2021
Q4 | $258K | Buy |
|
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|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | $241K | Buy |
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|
2021
Q1 | $214K | Buy |
|