SOA Wealth Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.6K | Buy |
536
+85
| +19% | +$9.13K | 0.01% | 347 |
|
|
2025
Q1 | $50.4K | Sell |
451
-37
| -8% | -$4.14K | 0.01% | 343 |
|
|
2024
Q4 | $57.8K | Buy |
488
+1
| +0.2% | +$118 | 0.01% | 314 |
|
|
2024
Q3 | $58.9K | Buy |
487
+2
| +0.4% | +$242 | 0.01% | 300 |
|
|
2024
Q2 | $56.9K | Buy |
485
+1
| +0.2% | +$117 | 0.01% | 294 |
|
|
2024
Q1 | $56.8K | Hold |
484
| – | – | 0.01% | 289 |
|
|
2023
Q4 | $50.2K | Hold |
484
| – | – | 0.01% | 294 |
|
|
2023
Q3 | $45.9K | Hold |
484
| – | – | 0.01% | 294 |
|
|
2023
Q2 | $42.7K | Hold |
484
| – | – | 0.01% | 311 |
|
|
2023
Q1 | $40.1K | Buy |
484
+131
| +37% | +$10.8K | 0.01% | 311 |
|
|
2022
Q4 | $35.1K | Hold |
353
| – | – | 0.01% | 321 |
|
|
2022
Q3 | $30K | Buy |
353
+97
| +38% | +$8.24K | 0.01% | 323 |
|
|
2022
Q2 | $24K | Sell |
256
-10
| -4% | -$938 | 0.01% | 353 |
|
|
2022
Q1 | $31K | Hold |
266
| – | – | 0.01% | 388 |
|
|
2021
Q4 | $28K | Hold |
266
| – | – | 0.01% | 389 |
|
|
2021
Q3 | $27K | Hold |
266
| – | – | 0.01% | 404 |
|
|
2021
Q2 | $27K | Buy |
266
+8
| +3% | +$812 | 0.01% | 408 |
|
|
2021
Q1 | $23K | Sell |
258
-1
| -0.4% | -$89 | 0.01% | 378 |
|
|
2020
Q4 | $21K | Buy |
+259
| New | +$21K | 0.01% | 395 |
|