SBIA
Sheaff Brock Investment Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,700
| Closed | -$202K | – | 463 |
|
|
2024
Q4 | $202K | Sell |
1,700
-101
| -6% | -$12K | 0.02% | 403 |
|
|
2024
Q3 | $218K | Sell |
1,801
-28
| -2% | -$3.39K | 0.02% | 381 |
|
|
2024
Q2 | $214K | Sell |
1,829
-5,183
| -74% | -$607K | 0.02% | 381 |
|
|
2024
Q1 | $823K | Sell |
7,012
-948
| -12% | -$111K | 0.05% | 214 |
|
|
2023
Q4 | $826K | Sell |
7,960
-147
| -2% | -$15.2K | 0.06% | 200 |
|
|
2023
Q3 | $769K | Sell |
8,107
-358
| -4% | -$34K | 0.07% | 189 |
|
|
2023
Q2 | $747K | Buy |
8,465
+663
| +8% | +$58.5K | 0.06% | 199 |
|
|
2023
Q1 | $646K | Sell |
7,802
-1,073
| -12% | -$88.8K | 0.06% | 219 |
|
|
2022
Q4 | $883K | Sell |
8,875
-154
| -2% | -$15.3K | 0.09% | 181 |
|
|
2022
Q3 | $774K | Buy |
9,029
+1,017
| +13% | +$87.2K | 0.08% | 184 |
|
|
2022
Q2 | $767K | Buy |
8,012
+593
| +8% | +$56.8K | 0.06% | 187 |
|
|
2022
Q1 | $877K | Sell |
7,419
-1,558
| -17% | -$184K | 0.06% | 191 |
|
|
2021
Q4 | $972K | Sell |
8,977
-540
| -6% | -$58.5K | 0.07% | 183 |
|
|
2021
Q3 | $1M | Sell |
9,517
-9
| -0.1% | -$947 | 0.07% | 170 |
|
|
2021
Q2 | $976K | Buy |
9,526
+41
| +0.4% | +$4.2K | 0.07% | 175 |
|
|
2021
Q1 | $864K | Sell |
9,485
-99
| -1% | -$9.02K | 0.07% | 171 |
|
|
2020
Q4 | $748K | Sell |
9,584
-62,383
| -87% | -$4.87M | 0.06% | 178 |
|
|
2020
Q3 | $4.57M | Buy |
71,967
+1,204
| +2% | +$76.5K | 0.42% | 46 |
|
|
2020
Q2 | $4.31M | Buy |
70,763
+1,818
| +3% | +$111K | 0.43% | 43 |
|
|
2020
Q1 | $3.6M | Sell |
68,945
-1,484
| -2% | -$77.4K | 0.48% | 42 |
|
|
2019
Q4 | $6.6M | Buy |
70,429
+1,934
| +3% | +$181K | 0.64% | 26 |
|
|
2019
Q3 | $6.16M | Sell |
68,495
-1,970
| -3% | -$177K | 0.67% | 26 |
|
|
2019
Q2 | $7.12M | Buy |
70,465
+1,154
| +2% | +$117K | 0.77% | 20 |
|
|
2019
Q1 | $6.37M | Sell |
69,311
-194
| -0.3% | -$17.8K | 0.77% | 25 |
|
|
2018
Q4 | $5.67M | Buy |
69,505
+1,099
| +2% | +$89.6K | 0.89% | 22 |
|
|
2018
Q3 | $6.93M | Buy |
68,406
+65,215
| +2,044% | +$6.61M | 0.66% | 26 |
|
|
2018
Q2 | $298K | Buy |
3,191
+4
| +0.1% | +$374 | 0.03% | 348 |
|
|
2018
Q1 | $330K | Sell |
3,187
-597
| -16% | -$61.8K | 0.03% | 319 |
|
|
2017
Q4 | $435K | Sell |
3,784
-212
| -5% | -$24.4K | 0.06% | 279 |
|
|
2017
Q3 | $425K | Sell |
3,996
-295
| -7% | -$31.4K | 0.06% | 286 |
|
|
2017
Q2 | $464K | Sell |
4,291
-688
| -14% | -$74.4K | 0.06% | 288 |
|
|
2017
Q1 | $531K | Buy |
4,979
+211
| +4% | +$22.5K | 0.07% | 272 |
|
|
2016
Q4 | $496K | Sell |
4,768
-4,440
| -48% | -$462K | 0.06% | 287 |
|
|
2016
Q3 | $752K | Buy |
9,208
+228
| +3% | +$18.6K | 0.1% | 206 |
|
|
2016
Q2 | $641K | Sell |
8,980
-893
| -9% | -$63.7K | 0.08% | 239 |
|
|
2016
Q1 | $713K | Sell |
9,873
-872
| -8% | -$63K | 0.09% | 220 |
|
|
2015
Q4 | $875K | Buy |
+10,745
| New | +$875K | 0.1% | 202 |
|