Navis Wealth 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 | $351K | Buy |
3,266
+28
| +0.9% | +$3.01K | 0.3% | 73 |
|
|
2025
Q1 | $362K | Buy |
3,238
+26
| +0.8% | +$2.9K | 0.36% | 62 |
|
|
2024
Q4 | $381K | Buy |
3,212
+17
| +0.5% | +$2.02K | 0.42% | 56 |
|
|
2024
Q3 | $387K | Buy |
3,195
+24
| +0.8% | +$2.91K | 0.42% | 54 |
|
|
2024
Q2 | $372K | Sell |
3,171
-83
| -3% | -$9.73K | 0.43% | 51 |
|
|
2024
Q1 | $382K | Buy |
3,254
+35
| +1% | +$4.11K | 0.46% | 49 |
|
|
2023
Q4 | $334K | Buy |
3,219
+24
| +0.8% | +$2.49K | 0.44% | 54 |
|
|
2023
Q3 | $303K | Buy |
3,195
+25
| +0.8% | +$2.37K | 0.44% | 57 |
|
|
2023
Q2 | $280K | Buy |
3,170
+28
| +0.9% | +$2.47K | 0.26% | 66 |
|
|
2023
Q1 | $260K | Buy |
3,142
+30
| +1% | +$2.48K | 0.29% | 69 |
|
|
2022
Q4 | $310K | Buy |
3,112
+23
| +0.7% | +$2.29K | 0.44% | 50 |
|
|
2022
Q3 | $265K | Buy |
3,089
+25
| +0.8% | +$2.15K | 0.41% | 56 |
|
|
2022
Q2 | $293K | Buy |
3,064
+24
| +0.8% | +$2.3K | 0.31% | 70 |
|
|
2022
Q1 | $359K | Buy |
3,040
+20
| +0.7% | +$2.36K | 0.32% | 66 |
|
|
2021
Q4 | $327K | Buy |
3,020
+19
| +0.6% | +$2.06K | 0.28% | 73 |
|
|
2021
Q3 | $316K | Buy |
3,001
+572
| +24% | +$60.2K | 0.22% | 72 |
|
|
2021
Q2 | $249K | Buy |
2,429
+14
| +0.6% | +$1.44K | 0.21% | 90 |
|
|
2021
Q1 | $220K | Buy |
2,415
+1,215
| +101% | +$111K | 0.17% | 89 |
|
|
2020
Q4 | $94K | Buy |
+1,200
| New | +$94K | 0.08% | 122 |
|