Paragon Private Wealth Management’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 | $233K | Sell |
2,170
-887
| -29% | -$95.3K | 0.09% | 180 |
|
|
2025
Q1 | $341K | Sell |
3,057
-661
| -18% | -$73.8K | 0.16% | 141 |
|
|
2024
Q4 | $441K | Buy |
3,718
+52
| +1% | +$6.16K | 0.2% | 109 |
|
|
2024
Q3 | $444K | Buy |
3,666
+559
| +18% | +$67.7K | 0.22% | 107 |
|
|
2024
Q2 | $364K | Sell |
3,107
-173
| -5% | -$20.3K | 0.21% | 111 |
|
|
2024
Q1 | $385K | Hold |
3,280
| – | – | 0.23% | 107 |
|
|
2023
Q4 | $340K | Sell |
3,280
-290
| -8% | -$30.1K | 0.24% | 103 |
|
|
2023
Q3 | $339K | Sell |
3,570
-662
| -16% | -$62.8K | 0.28% | 96 |
|
|
2023
Q2 | $373K | Hold |
4,232
| – | – | 0.3% | 95 |
|
|
2023
Q1 | $350K | Sell |
4,232
-528
| -11% | -$43.7K | 0.3% | 94 |
|
|
2022
Q4 | $473K | Buy |
4,760
+434
| +10% | +$43.2K | 0.43% | 72 |
|
|
2022
Q3 | $439K | Buy |
4,326
+773
| +22% | +$78.4K | 0.43% | 72 |
|
|
2022
Q2 | $340K | Buy |
3,553
+197
| +6% | +$18.9K | 0.36% | 74 |
|
|
2022
Q1 | $353K | Buy |
3,356
+274
| +9% | +$28.8K | 0.34% | 75 |
|
|
2021
Q4 | $334K | Buy |
+3,082
| New | +$334K | 0.3% | 83 |
|