Sequoia Financial Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+8,169
| New | +$204K | ﹤0.01% | 1462 |
|
|
2023
Q4 | – | Sell |
-9,243
| Closed | -$203K | – | 1221 |
|
|
2023
Q3 | $203K | Sell |
9,243
-1,507
| -14% | -$33K | ﹤0.01% | 859 |
|
|
2023
Q2 | $304K | Buy |
10,750
+617
| +6% | +$17.5K | 0.01% | 694 |
|
|
2023
Q1 | $277K | Buy |
10,133
+259
| +3% | +$7.08K | 0.01% | 656 |
|
|
2022
Q4 | $271K | Buy |
+9,874
| New | +$271K | 0.01% | 618 |
|