Moisand Fitzgerald Tamayo’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 | $57.3K | Hold |
533
| – | – | 0.01% | 180 |
|
|
2025
Q1 | $59.5K | Sell |
533
-39
| -7% | -$4.36K | 0.01% | 173 |
|
|
2024
Q4 | $67.8K | Buy |
572
+39
| +7% | +$4.62K | 0.01% | 165 |
|
|
2024
Q3 | $64.5K | Hold |
533
| – | – | 0.01% | 170 |
|
|
2024
Q2 | $62.5K | Sell |
533
-356
| -40% | -$41.7K | 0.01% | 160 |
|
|
2024
Q1 | $104K | Buy |
889
+33
| +4% | +$3.87K | 0.02% | 133 |
|
|
2023
Q4 | $88.8K | Sell |
856
-8
| -0.9% | -$830 | 0.02% | 135 |
|
|
2023
Q3 | $82K | Hold |
864
| – | – | 0.02% | 139 |
|
|
2023
Q2 | $76.2K | Hold |
864
| – | – | 0.02% | 142 |
|
|
2023
Q1 | $71.5K | Hold |
864
| – | – | 0.02% | 153 |
|
|
2022
Q4 | $85.9K | Buy |
864
+185
| +27% | +$18.4K | 0.02% | 130 |
|
|
2022
Q3 | $58K | Buy |
679
+172
| +34% | +$14.7K | 0.02% | 153 |
|
|
2022
Q2 | $49K | Buy |
507
+433
| +585% | +$41.8K | 0.01% | 157 |
|
|
2022
Q1 | $9K | Sell |
74
-433
| -85% | -$52.7K | ﹤0.01% | 198 |
|
|
2021
Q4 | $55K | Hold |
507
| – | – | 0.02% | 147 |
|
|
2021
Q3 | $53K | Hold |
507
| – | – | 0.02% | 146 |
|
|
2021
Q2 | $52K | Hold |
507
| – | – | 0.02% | 151 |
|
|
2021
Q1 | $46K | Buy |
507
+356
| +236% | +$32.3K | 0.02% | 132 |
|
|
2020
Q4 | $12K | Hold |
151
| – | – | 0.01% | 198 |
|
|
2020
Q3 | $10K | Buy |
151
+31
| +26% | +$2.05K | 0.01% | 197 |
|
|
2020
Q2 | $7K | Buy |
120
+28
| +30% | +$1.63K | ﹤0.01% | 207 |
|
|
2020
Q1 | $5K | Hold |
92
| – | – | ﹤0.01% | 201 |
|
|
2019
Q4 | $9K | Hold |
92
| – | – | ﹤0.01% | 204 |
|
|
2019
Q3 | $8K | Sell |
92
-9
| -9% | -$783 | ﹤0.01% | 207 |
|
|
2019
Q2 | $10K | Hold |
101
| – | – | 0.01% | 190 |
|
|
2019
Q1 | $9K | Hold |
101
| – | – | 0.01% | 201 |
|
|
2018
Q4 | $8K | Sell |
101
-190
| -65% | -$15.1K | 0.01% | 203 |
|
|
2018
Q3 | $29K | Hold |
291
| – | – | 0.02% | 149 |
|
|
2018
Q2 | $27K | Buy |
291
+74
| +34% | +$6.87K | 0.02% | 144 |
|
|
2018
Q1 | $22K | Sell |
217
-33
| -13% | -$3.35K | 0.01% | 160 |
|
|
2017
Q4 | $29K | Hold |
250
| – | – | 0.02% | 128 |
|
|
2017
Q3 | $27K | Buy |
+250
| New | +$27K | 0.02% | 143 |
|
|
2016
Q2 | – | Sell |
-33
| Closed | -$2K | – | 162 |
|
|
2016
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 201 |
|
|
2015
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 187 |
|