SkyOak Wealth’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 | $832K | Sell |
7,743
-1,003
| -11% | -$108K | 0.17% | 88 |
|
|
2025
Q1 | $977K | Sell |
8,746
-769
| -8% | -$85.9K | 0.21% | 76 |
|
|
2024
Q4 | $1.13M | Sell |
9,515
-415
| -4% | -$49.2K | 0.24% | 70 |
|
|
2024
Q3 | $1.2M | Sell |
9,930
-415
| -4% | -$50.3K | 0.27% | 69 |
|
|
2024
Q2 | $1.21M | Sell |
10,345
-456
| -4% | -$53.4K | 0.28% | 67 |
|
|
2024
Q1 | $1.27M | Sell |
10,801
-163
| -1% | -$19.1K | 0.3% | 66 |
|
|
2023
Q4 | $1.14M | Sell |
10,964
-607
| -5% | -$63K | 0.3% | 69 |
|
|
2023
Q3 | $1.1M | Sell |
11,571
-156
| -1% | -$14.8K | 0.32% | 65 |
|
|
2023
Q2 | $1.03M | Sell |
11,727
-1,986
| -14% | -$175K | 0.29% | 72 |
|
|
2023
Q1 | $1.13M | Sell |
13,713
-65
| -0.5% | -$5.38K | 0.35% | 66 |
|
|
2022
Q4 | $1.37M | Sell |
13,778
-20
| -0.1% | -$1.99K | 0.46% | 56 |
|
|
2022
Q3 | $1.18M | Sell |
13,798
-399
| -3% | -$34.2K | 0.42% | 60 |
|
|
2022
Q2 | $1.36M | Sell |
14,197
-139
| -1% | -$13.3K | 0.46% | 58 |
|
|
2022
Q1 | $1.69M | Sell |
14,336
-163
| -1% | -$19.3K | 0.47% | 57 |
|
|
2021
Q4 | $1.57M | Buy |
14,499
+81
| +0.6% | +$8.77K | 0.4% | 68 |
|
|
2021
Q3 | $1.52M | Buy |
14,418
+121
| +0.8% | +$12.7K | 0.41% | 65 |
|
|
2021
Q2 | $1.47M | Sell |
14,297
-43
| -0.3% | -$4.41K | 0.39% | 66 |
|
|
2021
Q1 | $1.43M | Sell |
14,340
-1,139
| -7% | -$114K | 0.4% | 68 |
|
|
2020
Q4 | $1.21M | Sell |
15,479
-857
| -5% | -$66.9K | 0.38% | 72 |
|
|
2020
Q3 | $1.04M | Buy |
16,336
+71
| +0.4% | +$4.51K | 0.37% | 70 |
|
|
2020
Q2 | $991K | Sell |
16,265
-40
| -0.2% | -$2.44K | 0.37% | 68 |
|
|
2020
Q1 | $850K | Sell |
16,305
-185
| -1% | -$9.64K | 0.43% | 53 |
|
|
2019
Q4 | $1.55M | Buy |
+16,490
| New | +$1.55M | 0.48% | 51 |
|