Marcum Wealth’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $334K | Buy |
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|
2024
Q3 | $339K | Buy |
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|
2024
Q2 | $326K | Sell |
|
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|
2024
Q1 | $353K | Buy |
|
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|
2023
Q4 | $308K | Sell |
|
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|
2023
Q3 | $298K | Buy |
|
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|
2023
Q2 | $266K | Sell |
|
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $313K | Buy |
|
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|
2022
Q3 | $265K | Buy |
|
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|
2022
Q2 | $282K | Buy |
|
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q3 | $281K | Buy |
|
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|
2021
Q2 | $262K | Buy |
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|
2021
Q1 | $231K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $294K | Buy |
|