PDS Planning’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 | $287K | Buy |
2,668
+613
| +30% | +$65.9K | 0.02% | 368 |
|
|
2025
Q1 | $230K | Buy |
2,055
+11
| +0.5% | +$1.23K | 0.02% | 395 |
|
|
2024
Q4 | $242K | Buy |
2,044
+1
| +0% | +$119 | 0.02% | 353 |
|
|
2024
Q3 | $247K | Buy |
2,043
+125
| +7% | +$15.1K | 0.02% | 352 |
|
|
2024
Q2 | $225K | Hold |
1,918
| – | – | 0.02% | 337 |
|
|
2024
Q1 | $225K | Sell |
1,918
-72
| -4% | -$8.45K | 0.02% | 335 |
|
|
2023
Q4 | $206K | Buy |
+1,990
| New | +$206K | 0.02% | 332 |
|