Principle Wealth Partners’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
$4.55M Buy
42,333
+39
+0.1% +$4.19K 0.28% 74
2025
Q1
$4.72M Buy
42,294
+109
+0.3% +$12.2K 0.34% 71
2024
Q4
$5M Sell
42,185
-1,027
-2% -$122K 0.35% 66
2024
Q3
$5.23M Sell
43,212
-749
-2% -$90.7K 0.37% 64
2024
Q2
$5.15M Sell
43,961
-1,513
-3% -$177K 0.39% 61
2024
Q1
$5.34M Buy
45,474
+1,163
+3% +$137K 0.42% 60
2023
Q4
$4.6M Buy
44,311
+1,009
+2% +$105K 0.4% 66
2023
Q3
$4.11M Buy
43,302
+4,373
+11% +$415K 0.41% 64
2023
Q2
$3.43M Buy
38,929
+16,930
+77% +$1.49M 0.35% 65
2023
Q1
$1.82M Buy
21,999
+6,830
+45% +$565K 0.19% 103
2022
Q4
$1.51M Buy
15,169
+6,825
+82% +$679K 0.17% 107
2022
Q3
$716 Buy
+8,344
New +$716 0.07% 149
2022
Q2
Sell
-1,769
Closed -$209K 322
2022
Q1
$209K Buy
+1,769
New +$209K 0.02% 305
2020
Q3
Sell
-485
Closed -$30K 360
2020
Q2
$30K Buy
+485
New +$30K 0.01% 325