Optimum 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 | $72.5K | Hold |
675
| – | – | 0.03% | 295 |
|
|
2025
Q1 | $75.4K | Hold |
675
| – | – | 0.04% | 283 |
|
|
2024
Q4 | $80K | Hold |
675
| – | – | 0.04% | 284 |
|
|
2024
Q3 | $81.7K | Sell |
675
-450
| -40% | -$54.5K | 0.04% | 299 |
|
|
2024
Q2 | $132K | Hold |
1,125
| – | – | 0.06% | 228 |
|
|
2024
Q1 | $132K | Hold |
1,125
| – | – | 0.06% | 233 |
|
|
2023
Q4 | $117K | Hold |
1,125
| – | – | 0.06% | 240 |
|
|
2023
Q3 | $107K | Hold |
1,125
| – | – | 0.05% | 255 |
|
|
2023
Q2 | $99.2K | Hold |
1,125
| – | – | 0.05% | 272 |
|
|
2023
Q1 | $93.1K | Sell |
1,125
-100
| -8% | -$8.27K | 0.05% | 277 |
|
|
2022
Q4 | $122K | Hold |
1,225
| – | – | 0.07% | 237 |
|
|
2022
Q3 | $105K | Hold |
1,225
| – | – | 0.06% | 265 |
|
|
2022
Q2 | $117K | Sell |
1,225
-100
| -8% | -$9.55K | 0.06% | 261 |
|
|
2022
Q1 | $157K | Sell |
1,325
-100
| -7% | -$11.8K | 0.07% | 248 |
|
|
2021
Q4 | $154K | Buy |
1,425
+100
| +8% | +$10.8K | 0.06% | 272 |
|
|
2021
Q3 | $139K | Sell |
1,325
-200
| -13% | -$21K | 0.06% | 285 |
|
|
2021
Q2 | $156K | Hold |
1,525
| – | – | 0.05% | 306 |
|
|
2021
Q1 | $139K | Buy |
1,525
+925
| +154% | +$84.3K | 0.04% | 324 |
|
|
2020
Q4 | $47K | Buy |
+600
| New | +$47K | 0.01% | 487 |
|
|
2019
Q3 | – | Sell |
-179
| Closed | -$18K | – | 1012 |
|
|
2019
Q2 | $18K | Buy |
179
+2
| +1% | +$201 | 0.01% | 700 |
|
|
2019
Q1 | $16K | Buy |
177
+2
| +1% | +$181 | 0.01% | 732 |
|
|
2018
Q4 | $14K | Buy |
+175
| New | +$14K | ﹤0.01% | 712 |
|
|
2015
Q1 | $18K | Buy |
+218
| New | +$18K | 0.01% | 712 |
|
|
2014
Q1 | – | Sell |
-200
| Closed | -$18K | – | 771 |
|
|
2013
Q4 | $18K | Buy |
+200
| New | +$18K | 0.01% | 537 |
|