Optimum Investment Advisors’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
Q3 | $70K | Hold |
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|
2025
Q2 | $72.5K | Hold |
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|
2025
Q1 | $75.4K | Hold |
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|
2024
Q4 | $80K | Hold |
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|
2024
Q3 | $81.7K | Sell |
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|
2024
Q2 | $132K | Hold |
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|
2024
Q1 | $132K | Hold |
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|
2023
Q4 | $117K | Hold |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $99.2K | Hold |
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|
2023
Q1 | $93.1K | Sell |
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|
2022
Q4 | $122K | Hold |
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|
2022
Q3 | $105K | Hold |
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|
2022
Q2 | $117K | Sell |
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|
2022
Q1 | $157K | Sell |
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|
2021
Q4 | $154K | Buy |
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|
2021
Q3 | $139K | Sell |
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|
2021
Q2 | $156K | Hold |
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|
2021
Q1 | $139K | Buy |
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|
2020
Q4 | $47K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $18K | Buy |
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|
2019
Q1 | $16K | Buy |
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|
2018
Q4 | $14K | Buy |
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|
2015
Q1 | $18K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $18K | Buy |
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