Mountain Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,872
| Closed | -$823K | – | 68 |
|
|
2023
Q4 | $823K | Sell |
7,872
-853
| -10% | -$89.2K | 0.28% | 30 |
|
|
2023
Q3 | $803K | Sell |
8,725
-7,424
| -46% | -$683K | 0.3% | 29 |
|
|
2023
Q2 | $1.56M | Sell |
16,149
-4,632
| -22% | -$447K | 0.59% | 32 |
|
|
2023
Q1 | $1.76M | Sell |
20,781
-91
| -0.4% | -$7.72K | 0.78% | 42 |
|
|
2022
Q4 | $2.07M | Buy |
20,872
+3,660
| +21% | +$364K | 0.94% | 37 |
|
|
2022
Q3 | $1.66M | Buy |
17,212
+172
| +1% | +$16.6K | 0.87% | 32 |
|
|
2022
Q2 | $1.65M | Buy |
17,040
+816
| +5% | +$78.8K | 0.82% | 36 |
|
|
2022
Q1 | $1.89M | Buy |
16,224
+492
| +3% | +$57.3K | 0.89% | 30 |
|
|
2021
Q4 | $1.82M | Buy |
15,732
+2,894
| +23% | +$334K | 0.82% | 29 |
|
|
2021
Q3 | $1.41M | Buy |
12,838
+607
| +5% | +$66.6K | 0.75% | 32 |
|
|
2021
Q2 | $1.19M | Sell |
12,231
-844
| -6% | -$82K | 0.55% | 52 |
|
|
2021
Q1 | $1.25M | Buy |
13,075
+2,554
| +24% | +$243K | 0.63% | 51 |
|
|
2020
Q4 | $850K | Buy |
10,521
+3,045
| +41% | +$246K | 0.51% | 66 |
|
|
2020
Q3 | $517K | Buy |
+7,476
| New | +$517K | 0.33% | 78 |
|
|
2017
Q4 | – | Sell |
-54
| Closed | -$6K | – | 331 |
|
|
2017
Q3 | $6K | Hold |
54
| – | – | 0.01% | 330 |
|
|
2017
Q2 | $6K | Buy |
+54
| New | +$6K | 0.01% | 363 |
|