SIA
Schechter Investment Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $699K | Sell |
6,258
-1,107
| -15% | -$124K | 0.06% | 294 |
|
|
2024
Q4 | $873K | Sell |
7,365
-508
| -6% | -$60.2K | 0.07% | 263 |
|
|
2024
Q3 | $953K | Sell |
7,873
-878
| -10% | -$106K | 0.07% | 259 |
|
|
2024
Q2 | $1.03M | Buy |
8,751
+3
| +0% | +$352 | 0.08% | 232 |
|
|
2024
Q1 | $1.03M | Sell |
8,748
-146
| -2% | -$17.1K | 0.08% | 240 |
|
|
2023
Q4 | $922K | Buy |
8,894
+17
| +0.2% | +$1.76K | 0.08% | 244 |
|
|
2023
Q3 | $842K | Buy |
8,877
+44
| +0.5% | +$4.18K | 0.08% | 251 |
|
|
2023
Q2 | $779K | Sell |
8,833
-47
| -0.5% | -$4.15K | 0.07% | 292 |
|
|
2023
Q1 | $735K | Sell |
8,880
-642
| -7% | -$53.1K | 0.07% | 317 |
|
|
2022
Q4 | $947K | Sell |
9,522
-104
| -1% | -$10.3K | 0.09% | 309 |
|
|
2022
Q3 | $825K | Sell |
9,626
-746
| -7% | -$63.9K | 0.08% | 347 |
|
|
2022
Q2 | $993K | Sell |
10,372
-178
| -2% | -$17K | 0.1% | 286 |
|
|
2022
Q1 | $1.25M | Sell |
10,550
-2,071
| -16% | -$245K | 0.12% | 224 |
|
|
2021
Q4 | $1.37M | Buy |
+12,621
| New | +$1.37M | 0.12% | 210 |
|