LWA
Lowe Wealth Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Hold |
1,103
| – | – | 0.05% | 82 |
|
|
2025
Q1 | $123K | Hold |
1,103
| – | – | 0.05% | 75 |
|
|
2024
Q4 | $131K | Buy |
1,103
+127
| +13% | +$15.1K | 0.06% | 69 |
|
|
2024
Q3 | $118K | Hold |
976
| – | – | 0.05% | 70 |
|
|
2024
Q2 | $114K | Hold |
976
| – | – | 0.05% | 67 |
|
|
2024
Q1 | $115K | Sell |
976
-100
| -9% | -$11.7K | 0.05% | 71 |
|
|
2023
Q4 | $112K | Hold |
1,076
| – | – | 0.06% | 74 |
|
|
2023
Q3 | $102K | Sell |
1,076
-50
| -4% | -$4.75K | 0.05% | 75 |
|
|
2023
Q2 | $99.3K | Sell |
1,126
-30
| -3% | -$2.65K | 0.05% | 80 |
|
|
2023
Q1 | $95.6K | Hold |
1,156
| – | – | 0.05% | 76 |
|
|
2022
Q4 | $115K | Sell |
1,156
-350
| -23% | -$34.8K | 0.06% | 66 |
|
|
2022
Q3 | $129K | Sell |
1,506
-825
| -35% | -$70.7K | 0.08% | 52 |
|
|
2022
Q2 | $223K | Sell |
2,331
-1,200
| -34% | -$115K | 0.12% | 42 |
|
|
2022
Q1 | $417K | Sell |
3,531
-620
| -15% | -$73.2K | 0.19% | 33 |
|
|
2021
Q4 | $449K | Sell |
4,151
-235
| -5% | -$25.4K | 0.2% | 31 |
|
|
2021
Q3 | $461K | Buy |
4,386
+150
| +4% | +$15.8K | 0.22% | 30 |
|
|
2021
Q2 | $434K | Buy |
4,236
+1,935
| +84% | +$198K | 0.21% | 28 |
|
|
2021
Q1 | $210K | Buy |
2,301
+2,225
| +2,928% | +$203K | 0.11% | 37 |
|
|
2020
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 197 |
|
|
2020
Q3 | $5K | Hold |
76
| – | – | ﹤0.01% | 195 |
|
|
2020
Q2 | $5K | Hold |
76
| – | – | ﹤0.01% | 190 |
|
|
2020
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 199 |
|
|
2019
Q4 | $7K | Hold |
76
| – | – | ﹤0.01% | 187 |
|
|
2019
Q3 | $7K | Hold |
76
| – | – | ﹤0.01% | 179 |
|
|
2019
Q2 | $8K | Buy |
76
+32
| +73% | +$3.37K | ﹤0.01% | 185 |
|
|
2019
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 191 |
|
|
2018
Q4 | $4K | Sell |
44
-39
| -47% | -$3.55K | ﹤0.01% | 184 |
|
|
2018
Q3 | $8K | Buy |
+83
| New | +$8K | ﹤0.01% | 163 |
|
|
2015
Q4 | – | Sell |
-11
| Closed | -$1K | – | 247 |
|
|
2015
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 218 |
|
|
2015
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 216 |
|
|
2015
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 213 |
|