Ridgewood Investments’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 | $15.3K | Buy |
+142
| New | +$15.3K | 0.01% | 463 |
|
2024
Q3 | – | Sell |
-24
| Closed | -$2.81K | – | 750 |
|
2024
Q2 | $2.81K | Buy |
+24
| New | +$2.81K | ﹤0.01% | 615 |
|
2024
Q1 | – | Sell |
-9,660
| Closed | -$1M | – | 196 |
|
2023
Q4 | $1M | Sell |
9,660
-3,845
| -28% | -$399K | 0.59% | 53 |
|
2023
Q3 | $1.28M | Sell |
13,505
-2,047
| -13% | -$194K | 0.84% | 28 |
|
2023
Q2 | $1.37M | Buy |
15,552
+568
| +4% | +$50.1K | 0.78% | 25 |
|
2023
Q1 | $1.24M | Sell |
14,984
-616
| -4% | -$51K | 0.76% | 27 |
|
2022
Q4 | $1.55M | Sell |
15,600
-4
| -0% | -$398 | 1.1% | 13 |
|
2022
Q3 | $1.34M | Buy |
15,604
+251
| +2% | +$21.5K | 1.12% | 17 |
|
2022
Q2 | $1.47M | Sell |
15,353
-1
| -0% | -$96 | 1.16% | 13 |
|
2022
Q1 | $1.81M | Buy |
15,354
+805
| +6% | +$95.1K | 1.19% | 13 |
|
2021
Q4 | $1.58M | Hold |
14,549
| – | – | 1% | 17 |
|
2021
Q3 | $1.53M | Sell |
14,549
-107
| -0.7% | -$11.3K | 1.04% | 17 |
|
2021
Q2 | $1.5M | Buy |
14,656
+1,723
| +13% | +$177K | 0.96% | 17 |
|
2021
Q1 | $1.18M | Buy |
12,933
+1,264
| +11% | +$115K | 0.72% | 39 |
|
2020
Q4 | $741K | Hold |
11,669
| – | – | 0.58% | 52 |
|
2020
Q3 | $741K | Sell |
11,669
-1,070
| -8% | -$67.9K | 0.58% | 53 |
|
2020
Q2 | $776K | Sell |
12,739
-763
| -6% | -$46.5K | 0.64% | 42 |
|
2020
Q1 | $704K | Buy |
13,502
+1,923
| +17% | +$100K | 0.71% | 35 |
|
2019
Q4 | $1.09M | Buy |
11,579
+1,532
| +15% | +$144K | 0.77% | 29 |
|
2019
Q3 | $904K | Buy |
10,047
+3,269
| +48% | +$294K | 0.7% | 36 |
|
2019
Q2 | $685K | Buy |
6,778
+2,021
| +42% | +$204K | 0.54% | 48 |
|
2019
Q1 | $437K | Buy |
4,757
+2,566
| +117% | +$236K | 0.36% | 83 |
|
2018
Q4 | $222K | Hold |
2,191
| – | – | 0.18% | 149 |
|
2018
Q3 | $222K | Buy |
+2,191
| New | +$222K | 0.18% | 150 |
|