Lloyd Advisory Services’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 |
-10,660
| Closed | -$1.25M | – | 175 |
|
|
2024
Q1 | $1.25M | Buy |
10,660
+7,662
| +256% | +$899K | 0.27% | 65 |
|
|
2023
Q4 | $311K | Buy |
+2,998
| New | +$311K | 0.15% | 81 |
|
|
2022
Q2 | – | Sell |
-419
| Closed | -$50K | – | 451 |
|
|
2022
Q1 | $50K | Sell |
419
-49
| -10% | -$5.85K | 0.02% | 225 |
|
|
2021
Q4 | $51K | Buy |
468
+105
| +29% | +$11.4K | 0.02% | 203 |
|
|
2021
Q3 | $38K | Buy |
363
+191
| +111% | +$20K | 0.02% | 188 |
|
|
2021
Q2 | $18K | Buy |
172
+78
| +83% | +$8.16K | 0.01% | 241 |
|
|
2021
Q1 | $9K | Sell |
94
-47
| -33% | -$4.5K | ﹤0.01% | 243 |
|
|
2020
Q4 | $11K | Buy |
141
+50
| +55% | +$3.9K | 0.01% | 198 |
|
|
2020
Q3 | $6K | Buy |
+91
| New | +$6K | ﹤0.01% | 214 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | – | – | 370 |
|
|
2019
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 373 |
|