Marcum Wealth’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $310K | Sell |
2,778
-40
| -1% | -$4.47K | 0.03% | 273 |
|
|
2024
Q4 | $334K | Buy |
2,818
+22
| +0.8% | +$2.61K | 0.03% | 263 |
|
|
2024
Q3 | $339K | Buy |
2,796
+13
| +0.5% | +$1.58K | 0.03% | 258 |
|
|
2024
Q2 | $326K | Sell |
2,783
-221
| -7% | -$25.9K | 0.03% | 255 |
|
|
2024
Q1 | $353K | Buy |
3,004
+32
| +1% | +$3.76K | 0.04% | 241 |
|
|
2023
Q4 | $308K | Sell |
2,972
-163
| -5% | -$16.9K | 0.03% | 249 |
|
|
2023
Q3 | $298K | Buy |
3,135
+124
| +4% | +$11.8K | 0.04% | 244 |
|
|
2023
Q2 | $266K | Sell |
3,011
-174
| -5% | -$15.4K | 0.03% | 272 |
|
|
2023
Q1 | $264K | Buy |
3,185
+34
| +1% | +$2.81K | 0.03% | 267 |
|
|
2022
Q4 | $313K | Buy |
3,151
+66
| +2% | +$6.56K | 0.04% | 234 |
|
|
2022
Q3 | $265K | Buy |
3,085
+141
| +5% | +$12.1K | 0.04% | 257 |
|
|
2022
Q2 | $282K | Buy |
2,944
+168
| +6% | +$16.1K | 0.04% | 246 |
|
|
2022
Q1 | $328K | Buy |
2,776
+26
| +0.9% | +$3.07K | 0.05% | 232 |
|
|
2021
Q4 | $298K | Buy |
2,750
+80
| +3% | +$8.67K | 0.04% | 256 |
|
|
2021
Q3 | $281K | Buy |
2,670
+118
| +5% | +$12.4K | 0.04% | 251 |
|
|
2021
Q2 | $262K | Buy |
2,552
+19
| +0.8% | +$1.95K | 0.04% | 237 |
|
|
2021
Q1 | $231K | Buy |
+2,533
| New | +$231K | 0.04% | 258 |
|
|
2020
Q2 | – | Sell |
-5,641
| Closed | -$294K | – | 122 |
|
|
2020
Q1 | $294K | Buy |
+5,641
| New | +$294K | 0.11% | 64 |
|