LPL Financial’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
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|
2025
Q1 | $1.65M | Buy |
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|
2024
Q4 | $499K | Sell |
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|
2024
Q3 | $853K | Buy |
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|
2024
Q2 | $742K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.71M | Buy |
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|
2023
Q1 | $1.59M | Buy |
|
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|
2022
Q4 | $1.56M | Sell |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $847K | Buy |
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|
2022
Q1 | $898K | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $770K | Buy |
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|
2020
Q3 | $534K | Sell |
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|
2020
Q2 | $580K | Sell |
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|
2020
Q1 | $899K | Buy |
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|
2019
Q4 | $522K | Buy |
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|
2019
Q3 | $465K | Sell |
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|
2019
Q2 | $564K | Buy |
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|
2019
Q1 | $509K | Buy |
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|
2018
Q4 | $415K | Sell |
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|
2018
Q3 | $572K | Buy |
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|
2018
Q2 | $496K | Sell |
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|
2018
Q1 | $619K | Sell |
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|
2017
Q4 | $626K | Buy |
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|
2017
Q3 | $565K | Buy |
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|
2017
Q2 | $396K | Sell |
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|
2017
Q1 | $448K | Sell |
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|
2016
Q4 | $467K | Buy |
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|
2016
Q3 | $418K | Buy |
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|
2016
Q2 | $347K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $249K | Sell |
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|
2015
Q2 | $1.05M | Buy |
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|
2015
Q1 | $1.05M | Buy |
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|
2014
Q4 | $897K | Buy |
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|
2014
Q3 | $710K | Buy |
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|
2014
Q2 | $253K | Sell |
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|
2014
Q1 | $244K | Buy |
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|
2013
Q4 | $246K | Sell |
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|
2013
Q3 | $209K | Sell |
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|
2013
Q2 | $432K | Buy |
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