Moneta Group Investment Advisors’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 | – | Sell |
-2,130
| Closed | -$238K | – | 722 |
|
|
2025
Q1 | $238K | Sell |
2,130
-324
| -13% | -$36.2K | ﹤0.01% | 582 |
|
|
2024
Q4 | $291K | Sell |
2,454
-426
| -15% | -$50.5K | ﹤0.01% | 537 |
|
|
2024
Q3 | $349K | Buy |
2,880
+770
| +36% | +$93.2K | 0.01% | 486 |
|
|
2024
Q2 | $247K | Buy |
2,110
+205
| +11% | +$24K | ﹤0.01% | 528 |
|
|
2024
Q1 | $224K | Buy |
+1,905
| New | +$224K | ﹤0.01% | 555 |
|
|
2023
Q4 | – | Sell |
-2,128
| Closed | -$202K | – | 576 |
|
|
2023
Q3 | $202K | Buy |
+2,128
| New | +$202K | ﹤0.01% | 490 |
|
|
2022
Q4 | – | Sell |
-2,332
| Closed | -$200K | – | 468 |
|
|
2022
Q3 | $200K | Sell |
2,332
-385
| -14% | -$33K | 0.01% | 410 |
|
|
2022
Q2 | $260K | Buy |
+2,717
| New | +$260K | 0.01% | 399 |
|
|
2020
Q1 | – | Sell |
-7,809
| Closed | -$732K | – | 276 |
|
|
2019
Q4 | $732K | Sell |
7,809
-184
| -2% | -$17.2K | 0.06% | 144 |
|
|
2019
Q3 | $719K | Buy |
7,993
+211
| +3% | +$19K | 0.07% | 143 |
|
|
2019
Q2 | $786K | Buy |
7,782
+22
| +0.3% | +$2.22K | 0.08% | 126 |
|
|
2019
Q1 | $713K | Buy |
7,760
+121
| +2% | +$11.1K | 0.07% | 119 |
|
|
2018
Q4 | $623K | Buy |
7,639
+447
| +6% | +$36.5K | 0.07% | 124 |
|
|
2018
Q3 | $729K | Sell |
7,192
-5,671
| -44% | -$575K | 0.07% | 122 |
|
|
2018
Q2 | $1.2M | Buy |
12,863
+2,552
| +25% | +$239K | 0.13% | 95 |
|
|
2018
Q1 | $1.07M | Buy |
10,311
+2,028
| +24% | +$210K | 0.14% | 74 |
|
|
2017
Q4 | $952K | Buy |
8,283
+2,452
| +42% | +$282K | 0.14% | 73 |
|
|
2017
Q3 | $620K | Sell |
5,831
-3,186
| -35% | -$339K | 0.1% | 101 |
|
|
2017
Q2 | $975K | Buy |
9,017
+2,460
| +38% | +$266K | 0.16% | 82 |
|
|
2017
Q1 | $700K | Buy |
6,557
+76
| +1% | +$8.11K | 0.14% | 69 |
|
|
2016
Q4 | $674K | Buy |
6,481
+874
| +16% | +$90.9K | 0.14% | 69 |
|
|
2016
Q3 | $458K | Sell |
5,607
-5,150
| -48% | -$421K | 0.1% | 84 |
|
|
2016
Q2 | $767K | Buy |
10,757
+2,310
| +27% | +$165K | 0.17% | 85 |
|
|
2016
Q1 | $610K | Buy |
8,447
+3,790
| +81% | +$274K | 0.14% | 93 |
|
|
2015
Q4 | $379K | Buy |
4,657
+1,340
| +40% | +$109K | 0.09% | 94 |
|
|
2015
Q3 | $253K | Buy |
3,317
+930
| +39% | +$70.9K | 0.07% | 112 |
|
|
2015
Q2 | $209K | Buy |
+2,387
| New | +$209K | 0.06% | 121 |
|