Montag & Associates’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
Q2 | $142K | Hold |
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|
2025
Q1 | $148K | Hold |
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|
2024
Q4 | $157K | Buy |
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|
2024
Q3 | $115K | Hold |
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|
2024
Q2 | $111K | Hold |
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|
2024
Q1 | $112K | Hold |
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|
2023
Q4 | $98.5K | Hold |
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|
2023
Q3 | $90.1K | Hold |
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|
2023
Q2 | $83.8K | Hold |
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|
2023
Q1 | $78.6K | Hold |
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|
2022
Q4 | $94.5K | Hold |
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|
2022
Q3 | $81K | Buy |
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|
2022
Q2 | $63K | Hold |
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|
2022
Q1 | $78K | Sell |
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|
2021
Q4 | $78K | Sell |
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|
2021
Q3 | $76K | Hold |
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|
2021
Q2 | $74K | Hold |
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|
2021
Q1 | $66K | Buy |
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|
2020
Q4 | $52K | Buy |
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