LSA
Lion Street Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Sell |
6,942
-6
| -0.1% | -$645 | 0.23% | 97 |
|
|
2025
Q1 | $776K | Buy |
6,948
+5
| +0.1% | +$558 | 0.25% | 85 |
|
|
2024
Q4 | $823K | Buy |
6,943
+2,010
| +41% | +$238K | 0.26% | 84 |
|
|
2024
Q3 | $597K | Buy |
4,933
+120
| +2% | +$14.5K | 0.21% | 110 |
|
|
2024
Q2 | $564K | Sell |
4,813
-146
| -3% | -$17.1K | 0.21% | 106 |
|
|
2024
Q1 | $514K | Hold |
4,959
| – | – | 0.21% | 106 |
|
|
2023
Q4 | $514K | Sell |
4,959
-4,988
| -50% | -$517K | 0.21% | 105 |
|
|
2023
Q3 | $944K | Buy |
9,947
+4,759
| +92% | +$452K | 0.31% | 62 |
|
|
2023
Q2 | $571K | Sell |
5,188
-4,694
| -48% | -$517K | 0.19% | 102 |
|
|
2023
Q1 | $818K | Buy |
9,882
+7,053
| +249% | +$584K | 0.25% | 75 |
|
|
2022
Q4 | $311K | Sell |
2,829
-4,368
| -61% | -$481K | 0.16% | 101 |
|
|
2022
Q3 | $617K | Buy |
7,197
+4,368
| +154% | +$374K | 0.31% | 43 |
|
|
2022
Q2 | $312K | Sell |
2,829
-93
| -3% | -$10.3K | 0.16% | 101 |
|
|
2022
Q1 | $347K | Buy |
2,922
+47
| +2% | +$5.58K | 0.18% | 90 |
|
|
2021
Q4 | $312K | Buy |
2,875
+46
| +2% | +$4.99K | 0.15% | 103 |
|
|
2021
Q3 | $299K | Buy |
+2,829
| New | +$299K | 0.16% | 103 |
|