Plante Moran Financial Advisors’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 | $76.5K | Buy |
712
+130
| +22% | +$14K | 0.01% | 277 |
|
2025
Q1 | $65K | Buy |
582
+253
| +77% | +$28.3K | 0.01% | 299 |
|
2024
Q4 | $39K | Sell |
329
-21
| -6% | -$2.49K | ﹤0.01% | 389 |
|
2024
Q3 | $42.4K | Buy |
350
+134
| +62% | +$16.2K | ﹤0.01% | 413 |
|
2024
Q2 | $25.3K | Hold |
216
| – | – | ﹤0.01% | 440 |
|
2024
Q1 | $25.4K | Sell |
216
-14
| -6% | -$1.64K | ﹤0.01% | 462 |
|
2023
Q4 | $23.9K | Hold |
230
| – | – | ﹤0.01% | 427 |
|
2023
Q3 | $21.8K | Hold |
230
| – | – | ﹤0.01% | 419 |
|
2023
Q2 | $20.3K | Hold |
230
| – | – | ﹤0.01% | 441 |
|
2023
Q1 | $19K | Sell |
230
-37
| -14% | -$3.06K | ﹤0.01% | 454 |
|
2022
Q4 | $26.6K | Buy |
267
+37
| +16% | +$3.68K | ﹤0.01% | 410 |
|
2022
Q3 | $20K | Buy |
230
+14
| +6% | +$1.22K | ﹤0.01% | 466 |
|
2022
Q2 | $21K | Sell |
216
-5
| -2% | -$486 | ﹤0.01% | 459 |
|
2022
Q1 | $26K | Sell |
221
-995
| -82% | -$117K | ﹤0.01% | 440 |
|
2021
Q4 | $132K | Sell |
1,216
-500
| -29% | -$54.3K | 0.02% | 217 |
|
2021
Q3 | $181K | Sell |
1,716
-1,131
| -40% | -$119K | 0.04% | 197 |
|
2021
Q2 | $292K | Buy |
2,847
+500
| +21% | +$51.3K | 0.07% | 134 |
|
2021
Q1 | $214K | Sell |
2,347
-1,189
| -34% | -$108K | 0.06% | 162 |
|
2020
Q4 | $276K | Buy |
3,536
+3,200
| +952% | +$250K | 0.09% | 131 |
|
2020
Q3 | $21K | Sell |
336
-17
| -5% | -$1.06K | 0.01% | 489 |
|
2020
Q2 | $22K | Sell |
353
-51
| -13% | -$3.18K | 0.01% | 414 |
|
2020
Q1 | $21K | Sell |
404
-21
| -5% | -$1.09K | 0.01% | 380 |
|
2019
Q4 | $40K | Buy |
425
+79
| +23% | +$7.44K | 0.01% | 349 |
|
2019
Q3 | $31K | Hold |
346
| – | – | 0.01% | 414 |
|
2019
Q2 | $35K | Hold |
346
| – | – | 0.01% | 398 |
|
2019
Q1 | $32K | Sell |
346
-10
| -3% | -$925 | 0.01% | 406 |
|
2018
Q4 | $29K | Hold |
356
| – | – | 0.01% | 377 |
|
2018
Q3 | $36K | Buy |
356
+127
| +55% | +$12.8K | 0.01% | 352 |
|
2018
Q2 | $21K | Sell |
229
-109
| -32% | -$10K | 0.01% | 464 |
|
2018
Q1 | $35K | Buy |
338
+10
| +3% | +$1.04K | 0.02% | 415 |
|
2017
Q4 | $38K | Hold |
328
| – | – | 0.02% | 396 |
|
2017
Q3 | $35K | Sell |
328
-158
| -33% | -$16.9K | 0.02% | 377 |
|
2017
Q2 | $53K | Buy |
486
+158
| +48% | +$17.2K | 0.03% | 299 |
|
2017
Q1 | $35K | Hold |
328
| – | – | 0.02% | 375 |
|
2016
Q4 | $34K | Sell |
328
-50
| -13% | -$5.18K | 0.02% | 394 |
|
2016
Q3 | $31K | Sell |
378
-57
| -13% | -$4.68K | 0.02% | 403 |
|
2016
Q2 | $31K | Buy |
435
+37
| +9% | +$2.64K | 0.02% | 358 |
|
2016
Q1 | $29K | Sell |
398
-295
| -43% | -$21.5K | 0.02% | 334 |
|
2015
Q4 | $56K | Sell |
693
-392
| -36% | -$31.7K | 0.04% | 258 |
|
2015
Q3 | $83K | Buy |
1,085
+88
| +9% | +$6.73K | 0.07% | 204 |
|
2015
Q2 | $87K | Buy |
997
+232
| +30% | +$20.2K | 0.06% | 211 |
|
2015
Q1 | $61K | Buy |
765
+483
| +171% | +$38.5K | 0.04% | 252 |
|
2014
Q4 | $26K | Hold |
282
| – | – | 0.02% | 377 |
|
2014
Q3 | $25K | Hold |
282
| – | – | 0.02% | 369 |
|
2014
Q2 | $25K | Buy |
282
+117
| +71% | +$10.4K | 0.02% | 352 |
|
2014
Q1 | $14K | Sell |
165
-452
| -73% | -$38.4K | 0.02% | 301 |
|
2013
Q4 | $57K | Buy |
617
+448
| +265% | +$41.4K | 0.03% | 217 |
|
2013
Q3 | $13K | Sell |
169
-572
| -77% | -$44K | 0.01% | 353 |
|
2013
Q2 | $54K | Buy |
+741
| New | +$54K | 0.04% | 161 |
|