Proficio Capital 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 | – | Sell |
-1,838
| Closed | -$205K | – | 465 |
|
|
2025
Q1 | $205K | Sell |
1,838
-297
| -14% | -$33.2K | 0.02% | 372 |
|
|
2024
Q4 | $253K | Buy |
+2,135
| New | +$253K | 0.02% | 294 |
|
|
2024
Q3 | – | Sell |
-1,827
| Closed | -$214K | – | 331 |
|
|
2024
Q2 | $214K | Buy |
1,827
+49
| +3% | +$5.74K | 0.02% | 304 |
|
|
2024
Q1 | $209K | Buy |
+1,778
| New | +$209K | 0.02% | 315 |
|
|
2022
Q1 | – | Sell |
-2,003
| Closed | -$217K | – | 323 |
|
|
2021
Q4 | $217K | Sell |
2,003
-63
| -3% | -$6.83K | 0.03% | 276 |
|
|
2021
Q3 | $217K | Buy |
+2,066
| New | +$217K | 0.03% | 278 |
|
|
2019
Q3 | – | Sell |
-486
| Closed | -$49K | – | 1178 |
|
|
2019
Q2 | $49K | Buy |
486
+345
| +245% | +$34.8K | 0.02% | 389 |
|
|
2019
Q1 | $13K | Buy |
141
+3
| +2% | +$277 | ﹤0.01% | 807 |
|
|
2018
Q4 | $11K | Sell |
138
-101
| -42% | -$8.05K | ﹤0.01% | 720 |
|
|
2018
Q3 | $24K | Buy |
239
+77
| +48% | +$7.73K | 0.01% | 538 |
|
|
2018
Q2 | $15K | Sell |
162
-29
| -15% | -$2.69K | 0.01% | 692 |
|
|
2018
Q1 | $20K | Buy |
191
+51
| +36% | +$5.34K | 0.01% | 593 |
|
|
2017
Q4 | $16K | Buy |
140
+18
| +15% | +$2.06K | 0.01% | 651 |
|
|
2017
Q3 | $13K | Sell |
122
-261
| -68% | -$27.8K | 0.01% | 718 |
|
|
2017
Q2 | $44K | Buy |
383
+235
| +159% | +$27K | 0.02% | 409 |
|
|
2017
Q1 | $16K | Buy |
148
+72
| +95% | +$7.78K | 0.01% | 685 |
|
|
2016
Q4 | $8K | Buy |
76
+27
| +55% | +$2.84K | ﹤0.01% | 656 |
|
|
2016
Q3 | $4K | Hold |
49
| – | – | ﹤0.01% | 766 |
|
|
2016
Q2 | $4K | Buy |
49
+22
| +81% | +$1.8K | ﹤0.01% | 744 |
|
|
2016
Q1 | $2K | Sell |
27
-49
| -64% | -$3.63K | ﹤0.01% | 775 |
|
|
2015
Q4 | $6K | Buy |
+76
| New | +$6K | 0.01% | 388 |
|