Orion Portfolio Solutions’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $360K | Buy |
+16,723
| New | +$360K | ﹤0.01% | 1550 |
|
|
2024
Q2 | – | Sell |
-13,168
| Closed | -$254K | – | 1777 |
|
|
2024
Q1 | $254K | Sell |
13,168
-1,122
| -8% | -$21.6K | ﹤0.01% | 1521 |
|
|
2023
Q4 | $311K | Sell |
14,290
-3,915
| -22% | -$85.3K | ﹤0.01% | 1393 |
|
|
2023
Q3 | $399K | Sell |
18,205
-3,739
| -17% | -$82K | ﹤0.01% | 1287 |
|
|
2023
Q2 | $621K | Sell |
21,944
-1,966
| -8% | -$55.7K | 0.01% | 1139 |
|
|
2023
Q1 | $654K | Buy |
+23,910
| New | +$654K | 0.01% | 1044 |
|
|
2020
Q1 | – | Sell |
-9
| Closed | – | – | 2222 |
|
|
2019
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1922 |
|