Optivise Advisory Services’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	$213K	Buy	1,978 +111	+6%	+$11.9K	0.11%	191
2025 Q1	$209K	Sell	1,867 -163	-8%	-$18.2K	0.12%	182
2024 Q4	$241K	Sell	2,030 -329	-14%	-$39K	0.13%	147
2024 Q3	$286K	Sell	2,359 -290	-11%	-$35.1K	0.15%	126
2024 Q2	$310K	Buy	+2,649	New	+$310K	0.17%	124