Ranch Capital Advisors’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$372K	Buy	3,803 +10	+0.3%	+$1.04K	0.14%	116
2025 Q4	$428K	Buy	3,793 +8	+0.2%	+$858	0.16%	113
2025 Q3	$393K	Buy	3,785 +8	+0.2%	+$842	0.15%	117
2025 Q2	$406K	Buy	3,777 +8	+0.2%	+$829	0.18%	110
2025 Q1	$421K	Buy	3,769 +8	+0.2%	+$912	0.2%	104
2024 Q4	$446K	Sell	3,761 -329	-8%	-$40.6K	0.21%	100
2024 Q3	$495K	Sell	4,090 -19	-0.5%	-$2.25K	0.23%	99
2024 Q2	$482K	Buy	4,109 +6	+0.1%	+$692	0.25%	98
2024 Q1	$482K	Buy	4,103 +7	+0.2%	+$754	0.26%	96
2023 Q4	$425K	Sell	4,096 -27	-0.7%	-$2.59K	0.26%	102
2023 Q3	$391K	Buy	4,123 +6	+0.1%	+$568	0.27%	102
2023 Q2	$363K	Buy	4,117 +200	+5%	+$16.7K	0.26%	103
2023 Q1	$324K	Buy	3,917 +100	+3%	+$9.54K	0.24%	110
2022 Q4	$380K	Hold	3,817	–	–	0.3%	100
2022 Q3	$327K	Buy	3,817 +4	+0.1%	+$385	0.27%	105
2022 Q2	$365K	Buy	3,813 +3	+0.1%	+$318	0.28%	99
2022 Q1	$450K	Buy	3,810 +413	+12%	+$47K	0.3%	95
2021 Q4	$368K	Buy	3,397 +252	+8%	+$27.4K	0.24%	111
2021 Q3	$331K	Buy	3,145 +3	+0.1%	+$309	0.21%	119
2021 Q2	$321K	Sell	3,142 -122	-4%	-$12.5K	0.19%	127
2021 Q1	$297K	Buy	3,264 +1,172	+56%	+$100K	0.2%	124
2020 Q4	$163K	Buy	2,092 +72	+4%	+$5.2K	0.12%	165
2020 Q3	$139K	Sell	2,020 -238	-11%	-$15.6K	0.11%	166
2020 Q2	$157K	Buy	2,258 +1,096	+94%	+$64.3K	0.12%	158
2020 Q1	$60K	Sell	1,162 -454	-28%	-$36.1K	0.06%	239
2019 Q4	$152K	Buy	1,616 +88	+6%	+$8.08K	0.12%	167
2019 Q3	$137K	Buy	+1,528	New	+$138K	0.15%	174