Loring Wolcott & Coolidge Fiduciary Advisors’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 | $64.5K | Hold |
600
| – | – | ﹤0.01% | 378 |
|
|
2025
Q1 | $61K | Hold |
600
| – | – | ﹤0.01% | 371 |
|
|
2024
Q4 | $72.3K | Hold |
600
| – | – | ﹤0.01% | 368 |
|
|
2024
Q3 | $75.2K | Hold |
600
| – | – | ﹤0.01% | 363 |
|
|
2024
Q2 | $75.9K | Hold |
600
| – | – | ﹤0.01% | 360 |
|
|
2024
Q1 | $66.9K | Hold |
600
| – | – | ﹤0.01% | 369 |
|
|
2023
Q4 | $63K | Hold |
600
| – | – | ﹤0.01% | 383 |
|
|
2023
Q3 | $55K | Hold |
600
| – | – | ﹤0.01% | 412 |
|
|
2023
Q2 | $52.9K | Hold |
600
| – | – | ﹤0.01% | 419 |
|
|
2023
Q1 | $49.6K | Sell |
600
-15
| -2% | -$1.24K | ﹤0.01% | 407 |
|
|
2022
Q4 | $61.2K | Hold |
615
| – | – | ﹤0.01% | 380 |
|
|
2022
Q3 | $53K | Hold |
615
| – | – | ﹤0.01% | 404 |
|
|
2022
Q2 | $59K | Buy |
615
+15
| +3% | +$1.44K | ﹤0.01% | 409 |
|
|
2022
Q1 | $71K | Hold |
600
| – | – | ﹤0.01% | 416 |
|
|
2021
Q4 | $65K | Hold |
600
| – | – | ﹤0.01% | 435 |
|
|
2021
Q3 | $63K | Hold |
600
| – | – | ﹤0.01% | 438 |
|
|
2021
Q2 | $61K | Buy |
+600
| New | +$61K | ﹤0.01% | 454 |
|
|
2021
Q1 | – | Sell |
-403
| Closed | -$31K | – | 600 |
|
|
2020
Q4 | $31K | Buy |
403
+103
| +34% | +$7.92K | ﹤0.01% | 466 |
|
|
2020
Q3 | $19K | Hold |
300
| – | – | ﹤0.01% | 472 |
|
|
2020
Q2 | $18K | Hold |
300
| – | – | ﹤0.01% | 461 |
|
|
2020
Q1 | $16K | Hold |
300
| – | – | ﹤0.01% | 494 |
|
|
2019
Q4 | $28K | Hold |
300
| – | – | ﹤0.01% | 493 |
|
|
2019
Q3 | $27K | Hold |
300
| – | – | ﹤0.01% | 483 |
|
|
2019
Q2 | $30K | Hold |
300
| – | – | ﹤0.01% | 464 |
|
|
2019
Q1 | $28K | Hold |
300
| – | – | ﹤0.01% | 477 |
|
|
2018
Q4 | $24K | Buy |
300
+130
| +76% | +$10.4K | ﹤0.01% | 490 |
|
|
2018
Q3 | $17K | Hold |
170
| – | – | ﹤0.01% | 507 |
|
|
2018
Q2 | $16K | Hold |
170
| – | – | ﹤0.01% | 517 |
|
|
2018
Q1 | $18K | Hold |
170
| – | – | ﹤0.01% | 547 |
|
|
2017
Q4 | $20K | Sell |
170
-57
| -25% | -$6.71K | ﹤0.01% | 519 |
|
|
2017
Q3 | $24K | Buy |
227
+68
| +43% | +$7.19K | ﹤0.01% | 488 |
|
|
2017
Q2 | $18K | Sell |
159
-144
| -48% | -$16.3K | ﹤0.01% | 503 |
|
|
2017
Q1 | $32K | Hold |
303
| – | – | ﹤0.01% | 453 |
|
|
2016
Q4 | $32K | Buy |
303
+144
| +91% | +$15.2K | ﹤0.01% | 435 |
|
|
2016
Q3 | $13K | Hold |
159
| – | – | ﹤0.01% | 522 |
|
|
2016
Q2 | $11K | Buy |
+159
| New | +$11K | ﹤0.01% | 538 |
|