Patriot Financial Group Insurance Agency’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 | $519K | Sell |
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|
2025
Q2 | $554K | Sell |
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|
2025
Q1 | $596K | Buy |
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|
2024
Q4 | $602K | Sell |
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|
2024
Q3 | $623K | Buy |
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|
2024
Q2 | $600K | Buy |
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|
2024
Q1 | $578K | Buy |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $484K | Sell |
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|
2023
Q1 | $456K | Sell |
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|
2022
Q4 | $559K | Buy |
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|
2022
Q3 | $476K | Buy |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $654K | Sell |
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|
2021
Q4 | $642K | Buy |
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|
2021
Q3 | $590K | Buy |
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|
2021
Q2 | $565K | Buy |
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|
2021
Q1 | $479K | Buy |
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|
2020
Q4 | $394K | Buy |
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|
2020
Q3 | $176K | Buy |
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|
2020
Q2 | $40K | Buy |
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|
2020
Q1 | $34K | Sell |
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|
2019
Q4 | $70K | Buy |
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|
2019
Q3 | $67K | Sell |
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|
2019
Q2 | $105K | Buy |
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|
2019
Q1 | $85K | Sell |
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|
2018
Q4 | $77K | Buy |
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|
2018
Q3 | $93K | Buy |
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|
2018
Q2 | $59K | Sell |
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|
2018
Q1 | $165K | Buy |
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|
2017
Q4 | $144K | Sell |
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|
2017
Q3 | $134K | Sell |
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|
2017
Q2 | $141K | Hold |
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|
2017
Q1 | $134K | Hold |
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|
2016
Q4 | $134K | Buy |
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