Prio Wealth Limited Partnership’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $453K | Buy |
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|
2024
Q2 | $435K | Sell |
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|
2024
Q1 | $485K | Buy |
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|
2023
Q4 | $385K | Hold |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $303K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $472K | Sell |
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|
2019
Q3 | $851K | Sell |
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|
2019
Q2 | $3.26M | Sell |
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|
2019
Q1 | $3.09M | Sell |
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|
2018
Q4 | $2.92M | Sell |
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|
2018
Q3 | $4.08M | Sell |
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|
2018
Q2 | $3.92M | Sell |
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|
2018
Q1 | $4.37M | Sell |
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|
2017
Q4 | $4.9M | Buy |
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|
2017
Q3 | $4.49M | Sell |
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|
2017
Q2 | $4.63M | Buy |
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|
2017
Q1 | $4.51M | Sell |
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|
2016
Q4 | $4.47M | Sell |
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|
2016
Q3 | $3.88M | Sell |
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|
2016
Q2 | $13.8M | Buy |
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|
2016
Q1 | $14M | Sell |
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|
2015
Q4 | $15.8M | Buy |
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|
2015
Q3 | $13.9M | Buy |
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|
2015
Q2 | $14.3M | Sell |
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|
2015
Q1 | $21.2M | Sell |
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|
2014
Q4 | $24M | Buy |
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|
2014
Q3 | $22.7M | Buy |
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|
2014
Q2 | $22.8M | Buy |
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|
2014
Q1 | $19.6M | Buy |
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