SAG
SageView Advisory Group’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
3,128
+881
| +39% | +$91.4K | 0.01% | 474 |
|
|
2025
Q1 | $251K | Sell |
2,247
-565
| -20% | -$63.1K | 0.01% | 519 |
|
|
2024
Q4 | $333K | Buy |
2,812
+492
| +21% | +$58.3K | 0.01% | 427 |
|
|
2024
Q3 | $281K | Sell |
2,320
-171
| -7% | -$20.7K | 0.01% | 418 |
|
|
2024
Q2 | $292K | Sell |
2,491
-1,973
| -44% | -$231K | 0.01% | 440 |
|
|
2024
Q1 | $453K | Buy |
4,464
+1,525
| +52% | +$155K | 0.02% | 346 |
|
|
2023
Q4 | $313K | Buy |
2,939
+459
| +19% | +$48.9K | 0.01% | 497 |
|
|
2023
Q3 | $235K | Buy |
2,480
+40
| +2% | +$3.8K | 0.01% | 483 |
|
|
2023
Q2 | $215K | Buy |
+2,440
| New | +$215K | 0.01% | 520 |
|
|
2023
Q1 | – | Sell |
-2,524
| Closed | -$251K | – | 477 |
|
|
2022
Q4 | $251K | Buy |
+2,524
| New | +$251K | 0.02% | 359 |
|