Modera 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 | $1.41M | Buy |
13,094
+293
| +2% | +$31.5K | 0.02% | 289 |
|
|
2025
Q1 | $1.43M | Sell |
12,801
-252
| -2% | -$28.1K | 0.02% | 279 |
|
|
2024
Q4 | $1.55M | Buy |
13,053
+283
| +2% | +$33.5K | 0.02% | 272 |
|
|
2024
Q3 | $1.55M | Sell |
12,770
-239
| -2% | -$28.9K | 0.02% | 260 |
|
|
2024
Q2 | $1.52M | Sell |
13,009
-954
| -7% | -$112K | 0.02% | 250 |
|
|
2024
Q1 | $1.64M | Buy |
13,963
+729
| +6% | +$85.6K | 0.03% | 247 |
|
|
2023
Q4 | $1.37M | Sell |
13,234
-355
| -3% | -$36.8K | 0.02% | 258 |
|
|
2023
Q3 | $1.29M | Sell |
13,589
-965
| -7% | -$91.6K | 0.02% | 257 |
|
|
2023
Q2 | $1.28M | Buy |
14,554
+11,778
| +424% | +$1.04M | 0.02% | 268 |
|
|
2023
Q1 | $230K | Sell |
2,776
-87
| -3% | -$7.2K | 0.01% | 320 |
|
|
2022
Q4 | $285K | Buy |
+2,863
| New | +$285K | 0.01% | 291 |
|
|
2022
Q3 | – | Sell |
-2,847
| Closed | -$272K | – | 336 |
|
|
2022
Q2 | $272K | Buy |
2,847
+64
| +2% | +$6.12K | 0.01% | 272 |
|
|
2022
Q1 | $329K | Sell |
2,783
-3,269
| -54% | -$386K | 0.01% | 265 |
|
|
2021
Q4 | $656K | Buy |
6,052
+3,050
| +102% | +$331K | 0.03% | 227 |
|
|
2021
Q3 | $316K | Buy |
3,002
+731
| +32% | +$76.9K | 0.02% | 198 |
|
|
2021
Q2 | $233K | Buy |
+2,271
| New | +$233K | 0.01% | 213 |
|