Sequoia Financial Advisors’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 | $1.1M | Buy |
10,193
+167
| +2% | +$17.9K | 0.01% | 649 |
|
|
2025
Q1 | $1.12M | Sell |
10,026
-416
| -4% | -$46.5K | 0.01% | 578 |
|
|
2024
Q4 | $1.24M | Buy |
10,442
+2,461
| +31% | +$292K | 0.01% | 519 |
|
|
2024
Q3 | $966K | Buy |
7,981
+427
| +6% | +$51.7K | 0.01% | 554 |
|
|
2024
Q2 | $885K | Buy |
7,554
+105
| +1% | +$12.3K | 0.01% | 504 |
|
|
2024
Q1 | $875K | Buy |
7,449
+94
| +1% | +$11K | 0.01% | 506 |
|
|
2023
Q4 | $763K | Buy |
7,355
+3,220
| +78% | +$334K | 0.01% | 611 |
|
|
2023
Q3 | $392K | Buy |
4,135
+55
| +1% | +$5.22K | 0.01% | 588 |
|
|
2023
Q2 | $360K | Sell |
4,080
-101
| -2% | -$8.91K | 0.01% | 629 |
|
|
2023
Q1 | $346K | Buy |
4,181
+824
| +25% | +$68.2K | 0.01% | 578 |
|
|
2022
Q4 | $334K | Buy |
+3,357
| New | +$334K | 0.01% | 551 |
|
|
2022
Q2 | – | Sell |
-1,984
| Closed | -$234K | – | 663 |
|
|
2022
Q1 | $234K | Sell |
1,984
-1,144
| -37% | -$135K | 0.01% | 570 |
|
|
2021
Q4 | $339K | Buy |
+3,128
| New | +$339K | 0.01% | 411 |
|
|
2021
Q3 | – | Sell |
-2,523
| Closed | -$259K | – | 400 |
|
|
2021
Q2 | $259K | Buy |
+2,523
| New | +$259K | 0.01% | 405 |
|
|
2020
Q1 | – | Sell |
-2,510
| Closed | -$235K | – | 397 |
|
|
2019
Q4 | $235K | Buy |
+2,510
| New | +$235K | 0.01% | 338 |
|
|
2019
Q3 | – | Sell |
-2,166
| Closed | -$219K | – | 384 |
|
|
2019
Q2 | $219K | Buy |
+2,166
| New | +$219K | 0.02% | 336 |
|