LPL Financial’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
90,238
+13,696
| +18% | +$343K | ﹤0.01% | 2997 |
|
|
2025
Q1 | $1.65M | Buy |
76,542
+45,248
| +145% | +$973K | ﹤0.01% | 3101 |
|
|
2024
Q4 | $499K | Sell |
31,294
-14,722
| -32% | -$235K | ﹤0.01% | 4028 |
|
|
2024
Q3 | $853K | Buy |
46,016
+5,527
| +14% | +$102K | ﹤0.01% | 3488 |
|
|
2024
Q2 | $742K | Sell |
40,489
-11,867
| -23% | -$217K | ﹤0.01% | 3474 |
|
|
2024
Q1 | $1.01M | Sell |
52,356
-6,991
| -12% | -$135K | ﹤0.01% | 3138 |
|
|
2023
Q4 | $1.33M | Sell |
59,347
-2,199
| -4% | -$49.4K | ﹤0.01% | 2775 |
|
|
2023
Q3 | $1.35M | Buy |
61,546
+1,014
| +2% | +$22.2K | ﹤0.01% | 2631 |
|
|
2023
Q2 | $1.71M | Buy |
60,532
+2,497
| +4% | +$70.7K | ﹤0.01% | 2371 |
|
|
2023
Q1 | $1.59M | Buy |
58,035
+1,396
| +2% | +$38.2K | ﹤0.01% | 2342 |
|
|
2022
Q4 | $1.56M | Sell |
56,639
-4,596
| -8% | -$126K | ﹤0.01% | 2278 |
|
|
2022
Q3 | $1.22M | Buy |
61,235
+27,522
| +82% | +$548K | ﹤0.01% | 2373 |
|
|
2022
Q2 | $847K | Buy |
33,713
+3,354
| +11% | +$84.3K | ﹤0.01% | 2707 |
|
|
2022
Q1 | $898K | Buy |
30,359
+77
| +0.3% | +$2.28K | ﹤0.01% | 2692 |
|
|
2021
Q4 | $1.04M | Buy |
30,282
+533
| +2% | +$18.4K | ﹤0.01% | 2609 |
|
|
2021
Q3 | $1.17M | Buy |
29,749
+2,397
| +9% | +$93.9K | ﹤0.01% | 2482 |
|
|
2021
Q2 | $1.01M | Sell |
27,352
-164
| -0.6% | -$6.06K | ﹤0.01% | 2551 |
|
|
2021
Q1 | $1.14M | Buy |
27,516
+6,006
| +28% | +$249K | ﹤0.01% | 2279 |
|
|
2020
Q4 | $770K | Buy |
21,510
+2,265
| +12% | +$81.1K | ﹤0.01% | 2394 |
|
|
2020
Q3 | $534K | Sell |
19,245
-426
| -2% | -$11.8K | ﹤0.01% | 2390 |
|
|
2020
Q2 | $580K | Sell |
19,671
-17,718
| -47% | -$522K | ﹤0.01% | 2248 |
|
|
2020
Q1 | $899K | Buy |
37,389
+23,272
| +165% | +$560K | ﹤0.01% | 1679 |
|
|
2019
Q4 | $522K | Buy |
14,117
+928
| +7% | +$34.3K | ﹤0.01% | 2338 |
|
|
2019
Q3 | $465K | Sell |
13,189
-73
| -0.6% | -$2.57K | ﹤0.01% | 2313 |
|
|
2019
Q2 | $564K | Buy |
13,262
+222
| +2% | +$9.44K | ﹤0.01% | 2185 |
|
|
2019
Q1 | $509K | Buy |
13,040
+948
| +8% | +$37K | ﹤0.01% | 2210 |
|
|
2018
Q4 | $415K | Sell |
12,092
-754
| -6% | -$25.9K | ﹤0.01% | 2183 |
|
|
2018
Q3 | $572K | Buy |
12,846
+1,664
| +15% | +$74.1K | ﹤0.01% | 2116 |
|
|
2018
Q2 | $496K | Sell |
11,182
-1,308
| -10% | -$58K | ﹤0.01% | 2184 |
|
|
2018
Q1 | $619K | Sell |
12,490
-227
| -2% | -$11.3K | ﹤0.01% | 1951 |
|
|
2017
Q4 | $626K | Buy |
12,717
+553
| +5% | +$27.2K | ﹤0.01% | 1851 |
|
|
2017
Q3 | $565K | Buy |
12,164
+3,302
| +37% | +$153K | ﹤0.01% | 1847 |
|
|
2017
Q2 | $396K | Sell |
8,862
-2,197
| -20% | -$98.2K | ﹤0.01% | 2054 |
|
|
2017
Q1 | $448K | Sell |
11,059
-944
| -8% | -$38.2K | ﹤0.01% | 1902 |
|
|
2016
Q4 | $467K | Buy |
12,003
+25
| +0.2% | +$973 | ﹤0.01% | 1800 |
|
|
2016
Q3 | $418K | Buy |
11,978
+247
| +2% | +$8.62K | ﹤0.01% | 1868 |
|
|
2016
Q2 | $347K | Buy |
+11,731
| New | +$347K | ﹤0.01% | 1964 |
|
|
2015
Q4 | – | Sell |
-5,673
| Closed | -$249K | – | 3230 |
|
|
2015
Q3 | $249K | Sell |
5,673
-16,890
| -75% | -$741K | ﹤0.01% | 2350 |
|
|
2015
Q2 | $1.05M | Buy |
22,563
+818
| +4% | +$38.1K | 0.01% | 1332 |
|
|
2015
Q1 | $1.06M | Buy |
21,745
+1,703
| +8% | +$82.6K | 0.01% | 1316 |
|
|
2014
Q4 | $897K | Buy |
20,042
+3,348
| +20% | +$150K | ﹤0.01% | 1388 |
|
|
2014
Q3 | $710K | Buy |
16,694
+11,010
| +194% | +$468K | ﹤0.01% | 1523 |
|
|
2014
Q2 | $253K | Sell |
5,684
-234
| -4% | -$10.4K | ﹤0.01% | 2319 |
|
|
2014
Q1 | $244K | Buy |
5,918
+292
| +5% | +$12K | ﹤0.01% | 2289 |
|
|
2013
Q4 | $246K | Sell |
5,626
-20
| -0.4% | -$875 | ﹤0.01% | 2276 |
|
|
2013
Q3 | $209K | Sell |
5,646
-7,959
| -59% | -$295K | ﹤0.01% | 2290 |
|
|
2013
Q2 | $432K | Buy |
+13,605
| New | +$432K | ﹤0.01% | 1663 |
|