Mission Wealth Management’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 | $1.07M | Sell |
9,997
-110
| -1% | -$11.8K | 0.02% | 302 |
|
|
2025
Q1 | $1.13M | Buy |
10,107
+506
| +5% | +$56.5K | 0.03% | 259 |
|
|
2024
Q4 | $1.14M | Sell |
9,601
-1,341
| -12% | -$159K | 0.03% | 248 |
|
|
2024
Q3 | $1.33M | Sell |
10,942
-87
| -0.8% | -$10.5K | 0.03% | 225 |
|
|
2024
Q2 | $1.29M | Sell |
11,029
-696
| -6% | -$81.6K | 0.03% | 214 |
|
|
2024
Q1 | $1.38M | Sell |
11,725
-80
| -0.7% | -$9.39K | 0.04% | 218 |
|
|
2023
Q4 | $1.22M | Buy |
11,805
+321
| +3% | +$33.3K | 0.04% | 205 |
|
|
2023
Q3 | $1.09M | Buy |
11,484
+483
| +4% | +$45.8K | 0.04% | 195 |
|
|
2023
Q2 | $971K | Buy |
+11,001
| New | +$971K | 0.04% | 214 |
|
|
2023
Q1 | – | Sell |
-2,294
| Closed | -$228K | – | 523 |
|
|
2022
Q4 | $228K | Sell |
2,294
-107
| -4% | -$10.6K | 0.01% | 447 |
|
|
2022
Q3 | $206K | Hold |
2,401
| – | – | 0.01% | 446 |
|
|
2022
Q2 | $230K | Sell |
2,401
-69
| -3% | -$6.61K | 0.01% | 438 |
|
|
2022
Q1 | $292K | Buy |
2,470
+20
| +0.8% | +$2.36K | 0.01% | 409 |
|
|
2021
Q4 | $265K | Sell |
2,450
-1,074
| -30% | -$116K | 0.01% | 437 |
|
|
2021
Q3 | $371K | Buy |
3,524
+68
| +2% | +$7.16K | 0.02% | 343 |
|
|
2021
Q2 | $354K | Sell |
3,456
-98
| -3% | -$10K | 0.02% | 349 |
|
|
2021
Q1 | $324K | Buy |
+3,554
| New | +$324K | 0.02% | 345 |
|