Oxler Private Wealth’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 | $1.22M | Buy |
11,371
+143
| +1% | +$15.4K | 0.38% | 38 |
|
|
2025
Q1 | $1.25M | Buy |
11,228
+140
| +1% | +$15.6K | 0.44% | 39 |
|
|
2024
Q4 | $1.31M | Buy |
11,088
+117
| +1% | +$13.9K | 0.43% | 38 |
|
|
2024
Q3 | $1.33M | Buy |
10,971
+123
| +1% | +$14.9K | 0.46% | 37 |
|
|
2024
Q2 | $1.27M | Buy |
10,848
+121
| +1% | +$14.2K | 0.47% | 38 |
|
|
2024
Q1 | $1.26M | Buy |
+10,727
| New | +$1.26M | 0.49% | 39 |
|
|
2023
Q4 | – | Sell |
-10,475
| Closed | -$994K | – | 90 |
|
|
2023
Q3 | $994K | Buy |
10,475
+135
| +1% | +$12.8K | 0.5% | 43 |
|
|
2023
Q2 | $912K | Buy |
10,340
+150
| +1% | +$13.2K | 0.43% | 48 |
|
|
2023
Q1 | $843K | Buy |
10,190
+146
| +1% | +$12.1K | 0.42% | 54 |
|
|
2022
Q4 | $999K | Buy |
10,044
+114
| +1% | +$11.3K | 0.54% | 48 |
|
|
2022
Q3 | $852K | Buy |
9,930
+121
| +1% | +$10.4K | 0.48% | 51 |
|
|
2022
Q2 | $939K | Buy |
9,809
+122
| +1% | +$11.7K | 0.45% | 54 |
|
|
2022
Q1 | $1.14M | Buy |
9,687
+107
| +1% | +$12.6K | 0.52% | 51 |
|
|
2021
Q4 | $1.04M | Buy |
9,580
+103
| +1% | +$11.1K | 0.43% | 62 |
|
|
2021
Q3 | $996K | Hold |
9,477
| – | – | 0.44% | 62 |
|
|
2021
Q2 | $971K | Hold |
9,477
| – | – | 0.42% | 65 |
|
|
2021
Q1 | $863K | Buy |
9,477
+4,000
| +73% | +$364K | 0.44% | 62 |
|
|
2020
Q4 | $427K | Buy |
+5,477
| New | +$427K | 0.24% | 74 |
|