SMA
Sage Mountain Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,844
| Closed | -$219K | – | 512 |
|
|
2024
Q4 | $219K | Sell |
1,844
-27
| -1% | -$3.2K | 0.02% | 354 |
|
|
2024
Q3 | $227K | Sell |
1,871
-679
| -27% | -$82.2K | 0.02% | 360 |
|
|
2024
Q2 | $299K | Buy |
2,550
+490
| +24% | +$57.4K | 0.03% | 253 |
|
|
2024
Q1 | $242K | Buy |
+2,060
| New | +$242K | 0.03% | 286 |
|