Prestige Wealth Management Group’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 | $117K | Hold |
1,086
| – | – | 0.02% | 198 |
|
|
2025
Q1 | $121K | Hold |
1,086
| – | – | 0.03% | 189 |
|
|
2024
Q4 | $129K | Hold |
1,086
| – | – | 0.03% | 183 |
|
|
2024
Q3 | $132K | Sell |
1,086
-44
| -4% | -$5.33K | 0.03% | 174 |
|
|
2024
Q2 | $132K | Sell |
1,130
-60
| -5% | -$7.03K | 0.03% | 157 |
|
|
2024
Q1 | $140K | Hold |
1,190
| – | – | 0.03% | 176 |
|
|
2023
Q4 | $123K | Hold |
1,190
| – | – | 0.03% | 169 |
|
|
2023
Q3 | $113K | Sell |
1,190
-134
| -10% | -$12.7K | 0.03% | 176 |
|
|
2023
Q2 | $117K | Sell |
1,324
-65
| -5% | -$5.73K | 0.03% | 190 |
|
|
2023
Q1 | $115K | Buy |
1,389
+55
| +4% | +$4.55K | 0.03% | 176 |
|
|
2022
Q4 | $133K | Buy |
1,334
+38
| +3% | +$3.78K | 0.03% | 164 |
|
|
2022
Q3 | $111K | Buy |
1,296
+10
| +0.8% | +$856 | 0.03% | 166 |
|
|
2022
Q2 | $123K | Hold |
1,286
| – | – | 0.03% | 161 |
|
|
2022
Q1 | $152K | Hold |
1,286
| – | – | 0.04% | 163 |
|
|
2021
Q4 | $140K | Buy |
1,286
+160
| +14% | +$17.4K | 0.03% | 171 |
|
|
2021
Q3 | $118K | Buy |
1,126
+156
| +16% | +$16.3K | 0.03% | 177 |
|
|
2021
Q2 | $99K | Sell |
970
-156
| -14% | -$15.9K | 0.03% | 181 |
|
|
2021
Q1 | $103K | Sell |
1,126
-90
| -7% | -$8.23K | 0.03% | 181 |
|
|
2020
Q4 | $95K | Sell |
1,216
-5
| -0.4% | -$391 | 0.03% | 181 |
|
|
2020
Q3 | $78K | Sell |
1,221
-500
| -29% | -$31.9K | 0.02% | 197 |
|
|
2020
Q2 | $105K | Hold |
1,721
| – | – | 0.04% | 148 |
|
|
2020
Q1 | $89K | Buy |
1,721
+662
| +63% | +$34.2K | 0.04% | 127 |
|
|
2019
Q4 | $99K | Buy |
1,059
+122
| +13% | +$11.4K | 0.05% | 166 |
|
|
2019
Q3 | $84K | Buy |
937
+42
| +5% | +$3.77K | 0.05% | 163 |
|
|
2019
Q2 | $90K | Hold |
895
| – | – | 0.05% | 158 |
|
|
2019
Q1 | $82K | Sell |
895
-226
| -20% | -$20.7K | 0.05% | 157 |
|
|
2018
Q4 | $91K | Buy |
+1,121
| New | +$91K | 0.07% | 149 |
|