LVW 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 | $581K | Buy |
5,404
+1,436
| +36% | +$154K | 0.06% | 171 |
|
|
2025
Q1 | $443K | Sell |
3,968
-660
| -14% | -$73.7K | 0.05% | 190 |
|
|
2024
Q4 | $549K | Sell |
4,628
-1,132
| -20% | -$134K | 0.07% | 173 |
|
|
2024
Q3 | $698K | Sell |
5,760
-1,819
| -24% | -$220K | 0.09% | 146 |
|
|
2024
Q2 | $888K | Buy |
7,579
+3,914
| +107% | +$459K | 0.13% | 101 |
|
|
2024
Q1 | $430K | Buy |
3,665
+1,441
| +65% | +$169K | 0.07% | 187 |
|
|
2023
Q4 | $231K | Buy |
+2,224
| New | +$231K | 0.04% | 235 |
|