Paragon Private Wealth Management’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 | $258K | Buy |
|
|||||
|
2025
Q2 | $233K | Sell |
|
|||||
|
2025
Q1 | $341K | Sell |
|
|||||
|
2024
Q4 | $441K | Buy |
|
|||||
|
2024
Q3 | $444K | Buy |
|
|||||
|
2024
Q2 | $364K | Sell |
|
|||||
|
2024
Q1 | $385K | Hold |
|
|||||
|
2023
Q4 | $340K | Sell |
|
|||||
|
2023
Q3 | $339K | Sell |
|
|||||
|
2023
Q2 | $373K | Hold |
|
|||||
|
2023
Q1 | $350K | Sell |
|
|||||
|
2022
Q4 | $473K | Buy |
|
|||||
|
2022
Q3 | $439K | Buy |
|
|||||
|
2022
Q2 | $340K | Buy |
|
|||||
|
2022
Q1 | $353K | Buy |
|
|||||
|
2021
Q4 | $334K | Buy |
|