Mount Yale 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 | $50.9K | Buy |
+474
| New | +$50.9K | ﹤0.01% | 811 |
|
|
2019
Q3 | – | Sell |
-76,487
| Closed | -$6.51M | – | 319 |
|
|
2019
Q2 | $6.51M | Sell |
76,487
-627
| -0.8% | -$53.4K | 1.2% | 25 |
|
|
2019
Q1 | $7.09M | Buy |
77,114
+1,234
| +2% | +$113K | 1.33% | 21 |
|
|
2018
Q4 | $6.94M | Buy |
75,880
+1,951
| +3% | +$179K | 1.41% | 19 |
|
|
2018
Q3 | $7.44M | Buy |
73,929
+7,009
| +10% | +$706K | 1.3% | 18 |
|
|
2018
Q2 | $6.26M | Buy |
66,920
+7,812
| +13% | +$731K | 1.18% | 24 |
|
|
2018
Q1 | $6.12M | Buy |
+59,108
| New | +$6.12M | 1.31% | 22 |
|