Pinnacle Wealth Planning Services’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 | $535K | Buy |
4,976
+115
| +2% | +$12.4K | 0.07% | 187 |
|
|
2025
Q1 | $543K | Sell |
4,861
-126
| -3% | -$14.1K | 0.08% | 151 |
|
|
2024
Q4 | $591K | Sell |
4,987
-531
| -10% | -$62.9K | 0.09% | 137 |
|
|
2024
Q3 | $668K | Sell |
5,518
-45
| -0.8% | -$5.45K | 0.09% | 142 |
|
|
2024
Q2 | $652K | Sell |
5,563
-35
| -0.6% | -$4.1K | 0.09% | 137 |
|
|
2024
Q1 | $657K | Buy |
5,598
+76
| +1% | +$8.92K | 0.1% | 139 |
|
|
2023
Q4 | $573K | Sell |
5,522
-98
| -2% | -$10.2K | 0.09% | 154 |
|
|
2023
Q3 | $533K | Sell |
5,620
-93
| -2% | -$8.83K | 0.09% | 148 |
|
|
2023
Q2 | $504K | Sell |
5,713
-182
| -3% | -$16.1K | 0.08% | 166 |
|
|
2023
Q1 | $488K | Buy |
5,895
+139
| +2% | +$11.5K | 0.08% | 181 |
|
|
2022
Q4 | $572K | Sell |
5,756
-466
| -7% | -$46.3K | 0.1% | 140 |
|
|
2022
Q3 | $534K | Buy |
6,222
+308
| +5% | +$26.4K | 0.1% | 131 |
|
|
2022
Q2 | $566K | Buy |
5,914
+375
| +7% | +$35.9K | 0.1% | 136 |
|
|
2022
Q1 | $655K | Sell |
5,539
-94
| -2% | -$11.1K | 0.12% | 134 |
|
|
2021
Q4 | $610K | Sell |
5,633
-101
| -2% | -$10.9K | 0.12% | 131 |
|
|
2021
Q3 | $603K | Sell |
5,734
-142
| -2% | -$14.9K | 0.13% | 117 |
|
|
2021
Q2 | $602K | Sell |
5,876
-29
| -0.5% | -$2.97K | 0.14% | 112 |
|
|
2021
Q1 | $538K | Buy |
5,905
+143
| +2% | +$13K | 0.14% | 117 |
|
|
2020
Q4 | $450K | Buy |
5,762
+214
| +4% | +$16.7K | 0.11% | 122 |
|
|
2020
Q3 | $353K | Buy |
5,548
+582
| +12% | +$37K | 0.12% | 134 |
|
|
2020
Q2 | $303K | Sell |
4,966
-463
| -9% | -$28.3K | 0.1% | 159 |
|
|
2020
Q1 | $282K | Buy |
5,429
+919
| +20% | +$47.7K | 0.13% | 141 |
|
|
2019
Q4 | $422K | Buy |
4,510
+1,752
| +64% | +$164K | 0.2% | 106 |
|
|
2019
Q3 | $248K | Sell |
2,758
-1,087
| -28% | -$97.7K | 0.14% | 146 |
|
|
2019
Q2 | $389K | Buy |
3,845
+31
| +0.8% | +$3.14K | 0.23% | 82 |
|
|
2019
Q1 | $351K | Buy |
3,814
+1,176
| +45% | +$108K | 0.24% | 83 |
|
|
2018
Q4 | $215K | Sell |
2,638
-397
| -13% | -$32.4K | 0.14% | 121 |
|
|
2018
Q3 | $308K | Buy |
3,035
+306
| +11% | +$31.1K | 0.28% | 120 |
|
|
2018
Q2 | $255K | Sell |
2,729
-926
| -25% | -$86.5K | 0.25% | 132 |
|
|
2018
Q1 | $379K | Buy |
3,655
+2,741
| +300% | +$284K | 0.39% | 88 |
|
|
2017
Q4 | $105K | Buy |
+914
| New | +$105K | 0.21% | 86 |
|