Regent Peak Wealth Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $211K | Sell |
1,888
-5
| -0.3% | -$558 | 0.05% | 158 |
|
|
2024
Q4 | $224K | Buy |
1,893
+2
| +0.1% | +$237 | 0.05% | 148 |
|
|
2024
Q3 | $229K | Buy |
1,891
+41
| +2% | +$4.97K | 0.05% | 152 |
|
|
2024
Q2 | $217K | Buy |
1,850
+3
| +0.2% | +$352 | 0.05% | 150 |
|
|
2024
Q1 | $217K | Buy |
+1,847
| New | +$217K | 0.06% | 153 |
|
|
2022
Q2 | – | Sell |
-1,844
| Closed | -$218K | – | 169 |
|
|
2022
Q1 | $218K | Buy |
+1,844
| New | +$218K | 0.06% | 152 |
|
|
2021
Q1 | – | Sell |
-1,721
| Closed | -$134K | – | 771 |
|
|
2020
Q4 | $134K | Buy |
+1,721
| New | +$134K | 0.04% | 182 |
|