LMG Wealth Partners’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.94M | Buy |
73,942
+1,308
| +2% | +$141K | 1.63% | 16 |
|
|
2025
Q1 | $8.11M | Buy |
72,634
+610
| +0.8% | +$68.1K | 1.81% | 14 |
|
|
2024
Q4 | $8.54M | Buy |
72,024
+1,081
| +2% | +$128K | 1.86% | 14 |
|
|
2024
Q3 | $8.59M | Sell |
70,943
-23,793
| -25% | -$2.88M | 1.97% | 13 |
|
|
2024
Q2 | $11.1M | Buy |
94,736
+1,056
| +1% | +$124K | 2.77% | 8 |
|
|
2024
Q1 | $11M | Sell |
93,680
-9,589
| -9% | -$1.13M | 2.77% | 7 |
|
|
2023
Q4 | $10.7M | Buy |
103,269
+917
| +0.9% | +$95.1K | 2.97% | 8 |
|
|
2023
Q3 | $9.71M | Buy |
102,352
+3,688
| +4% | +$350K | 2.96% | 8 |
|
|
2023
Q2 | $8.7M | Buy |
98,664
+2,027
| +2% | +$179K | 2.66% | 10 |
|
|
2023
Q1 | $8M | Buy |
96,637
+1,301
| +1% | +$108K | 2.58% | 9 |
|
|
2022
Q4 | $9.64M | Buy |
+95,336
| New | +$9.64M | 3.19% | 7 |
|