Ritholtz Wealth Management’s Prudential Financial PRU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$923K Sell
8,586
-407
-5% -$43.7K 0.02% 471
2025
Q1
$1M Sell
8,993
-96
-1% -$10.7K 0.03% 401
2024
Q4
$1.08M Buy
9,089
+360
+4% +$42.7K 0.03% 347
2024
Q3
$1.06M Buy
8,729
+1,489
+21% +$180K 0.03% 360
2024
Q2
$848K Buy
7,240
+979
+16% +$115K 0.03% 387
2024
Q1
$735K Sell
6,261
-692
-10% -$81.2K 0.03% 436
2023
Q4
$721K Sell
6,953
-879
-11% -$91.2K 0.03% 404
2023
Q3
$743K Buy
7,832
+3,748
+92% +$356K 0.03% 358
2023
Q2
$360K Buy
+4,084
New +$360K 0.02% 501
2022
Q4
Sell
-6,306
Closed -$541K 705
2022
Q3
$541K Buy
+6,306
New +$541K 0.03% 377