Simon Quick 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 | $224K | Buy |
+2,084
| New | +$224K | 0.01% | 720 |
|
|
2022
Q2 | – | Sell |
-29
| Closed | -$3K | – | 342 |
|
|
2022
Q1 | $3K | Buy |
29
+4
| +16% | +$414 | ﹤0.01% | 328 |
|
|
2021
Q4 | $3K | Sell |
25
-38
| -60% | -$4.56K | ﹤0.01% | 346 |
|
|
2021
Q3 | $6K | Buy |
63
+39
| +163% | +$3.71K | ﹤0.01% | 373 |
|
|
2021
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 425 |
|
|
2021
Q1 | $2K | Buy |
24
+1
| +4% | +$83 | ﹤0.01% | 432 |
|
|
2020
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 416 |
|
|
2020
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 409 |
|
|
2020
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 435 |
|
|
2020
Q1 | $1K | Buy |
23
+1
| +5% | +$43 | ﹤0.01% | 456 |
|
|
2019
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 615 |
|
|
2019
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 348 |
|
|
2019
Q2 | $2.21K | Hold |
22
| – | – | ﹤0.01% | 360 |
|
|
2019
Q1 | $2K | Buy |
22
+1
| +5% | +$91 | ﹤0.01% | 378 |
|
|
2018
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 308 |
|
|
2018
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 294 |
|
|
2018
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 340 |
|
|
2018
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 294 |
|
|
2017
Q4 | $2K | Sell |
21
-237
| -92% | -$22.6K | ﹤0.01% | 418 |
|
|
2017
Q3 | $27K | Buy |
258
+100
| +63% | +$10.5K | 0.01% | 337 |
|
|
2017
Q2 | $17K | Hold |
158
| – | – | 0.01% | 197 |
|
|
2017
Q1 | $17K | Buy |
158
+138
| +690% | +$14.8K | 0.01% | 224 |
|
|
2016
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 219 |
|