Patriot Financial Group Insurance Agency’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 | $554K | Sell |
5,157
-177
| -3% | -$19K | 0.06% | 294 |
|
|
2025
Q1 | $596K | Buy |
5,334
+258
| +5% | +$28.8K | 0.08% | 263 |
|
|
2024
Q4 | $602K | Sell |
5,076
-69
| -1% | -$8.18K | 0.08% | 257 |
|
|
2024
Q3 | $623K | Buy |
5,145
+27
| +0.5% | +$3.27K | 0.08% | 259 |
|
|
2024
Q2 | $600K | Buy |
5,118
+195
| +4% | +$22.9K | 0.09% | 245 |
|
|
2024
Q1 | $578K | Buy |
4,923
+146
| +3% | +$17.1K | 0.09% | 244 |
|
|
2023
Q4 | $495K | Sell |
4,777
-44
| -0.9% | -$4.56K | 0.09% | 248 |
|
|
2023
Q3 | $458K | Sell |
4,821
-666
| -12% | -$63.2K | 0.09% | 252 |
|
|
2023
Q2 | $484K | Sell |
5,487
-24
| -0.4% | -$2.12K | 0.09% | 246 |
|
|
2023
Q1 | $456K | Sell |
5,511
-114
| -2% | -$9.43K | 0.09% | 236 |
|
|
2022
Q4 | $559K | Buy |
5,625
+70
| +1% | +$6.96K | 0.08% | 189 |
|
|
2022
Q3 | $476K | Buy |
5,555
+117
| +2% | +$10K | 0.12% | 202 |
|
|
2022
Q2 | $520K | Sell |
5,438
-99
| -2% | -$9.47K | 0.11% | 197 |
|
|
2022
Q1 | $654K | Sell |
5,537
-396
| -7% | -$46.8K | 0.12% | 194 |
|
|
2021
Q4 | $642K | Buy |
5,933
+326
| +6% | +$35.3K | 0.11% | 196 |
|
|
2021
Q3 | $590K | Buy |
5,607
+88
| +2% | +$9.26K | 0.1% | 200 |
|
|
2021
Q2 | $565K | Buy |
5,519
+262
| +5% | +$26.8K | 0.1% | 209 |
|
|
2021
Q1 | $479K | Buy |
5,257
+214
| +4% | +$19.5K | 0.11% | 196 |
|
|
2020
Q4 | $394K | Buy |
5,043
+2,266
| +82% | +$177K | 0.1% | 214 |
|
|
2020
Q3 | $176K | Buy |
2,777
+2,124
| +325% | +$135K | 0.06% | 295 |
|
|
2020
Q2 | $40K | Buy |
653
+1
| +0.2% | +$61 | 0.02% | 572 |
|
|
2020
Q1 | $34K | Sell |
652
-99
| -13% | -$5.16K | 0.02% | 529 |
|
|
2019
Q4 | $70K | Buy |
751
+5
| +0.7% | +$466 | 0.03% | 417 |
|
|
2019
Q3 | $67K | Sell |
746
-294
| -28% | -$26.4K | 0.03% | 390 |
|
|
2019
Q2 | $105K | Buy |
1,040
+113
| +12% | +$11.4K | 0.05% | 301 |
|
|
2019
Q1 | $85K | Sell |
927
-19
| -2% | -$1.74K | 0.04% | 299 |
|
|
2018
Q4 | $77K | Buy |
946
+30
| +3% | +$2.44K | 0.05% | 252 |
|
|
2018
Q3 | $93K | Buy |
916
+288
| +46% | +$29.2K | 0.06% | 209 |
|
|
2018
Q2 | $59K | Sell |
628
-1,006
| -62% | -$94.5K | 0.06% | 170 |
|
|
2018
Q1 | $165K | Buy |
1,634
+414
| +34% | +$41.8K | 0.12% | 156 |
|
|
2017
Q4 | $144K | Sell |
1,220
-5
| -0.4% | -$590 | 0.11% | 157 |
|
|
2017
Q3 | $134K | Sell |
1,225
-41
| -3% | -$4.49K | 0.12% | 145 |
|
|
2017
Q2 | $141K | Hold |
1,266
| – | – | 0.15% | 125 |
|
|
2017
Q1 | $134K | Hold |
1,266
| – | – | 0.14% | 121 |
|
|
2016
Q4 | $134K | Buy |
+1,266
| New | +$134K | 0.18% | 113 |
|