Oak Family Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,174
| Closed | -$235K | – | 154 |
|
|
2021
Q4 | $235K | Sell |
2,174
-2,688
| -55% | -$291K | 0.09% | 137 |
|
|
2021
Q3 | $511K | Buy |
4,862
+193
| +4% | +$20.3K | 0.19% | 72 |
|
|
2021
Q2 | $478K | Buy |
4,669
+259
| +6% | +$26.5K | 0.2% | 67 |
|
|
2021
Q1 | $402K | Buy |
4,410
+588
| +15% | +$53.6K | 0.17% | 67 |
|
|
2020
Q4 | $298K | Buy |
+3,822
| New | +$298K | 0.15% | 80 |
|