Sowell Financial Services’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 | $785K | Buy |
7,307
+83
| +1% | +$8.92K | 0.03% | 483 |
|
2025
Q1 | $807K | Buy |
+7,224
| New | +$807K | 0.04% | 447 |
|
2023
Q2 | – | Sell |
-8,333
| Closed | -$689K | – | 764 |
|
2023
Q1 | $689K | Sell |
8,333
-1,741
| -17% | -$144K | 0.05% | 372 |
|
2022
Q4 | $1M | Buy |
+10,074
| New | +$1M | 0.06% | 319 |
|
2022
Q1 | – | Sell |
-18,386
| Closed | -$1.99M | – | 420 |
|
2021
Q4 | $1.99M | Buy |
18,386
+5,635
| +44% | +$610K | 0.11% | 191 |
|
2021
Q3 | $1.34M | Sell |
12,751
-579
| -4% | -$60.9K | 0.09% | 249 |
|
2021
Q2 | $1.37M | Sell |
13,330
-511
| -4% | -$52.4K | 0.09% | 250 |
|
2021
Q1 | $1.46M | Sell |
13,841
-3,162
| -19% | -$334K | 0.05% | 312 |
|
2020
Q4 | $1.33M | Buy |
17,003
+1,529
| +10% | +$119K | 0.06% | 269 |
|
2020
Q3 | $983K | Sell |
15,474
-3,286
| -18% | -$209K | 0.05% | 299 |
|
2020
Q2 | $1.14M | Buy |
18,760
+5,664
| +43% | +$345K | 0.06% | 249 |
|
2020
Q1 | $683K | Buy |
13,096
+3,184
| +32% | +$166K | 0.05% | 317 |
|
2019
Q4 | $929K | Sell |
9,912
-2,520
| -20% | -$236K | 0.07% | 280 |
|
2019
Q3 | $1.12M | Buy |
+12,432
| New | +$1.12M | 0.09% | 230 |
|
2019
Q1 | $482K | Buy |
5,241
+2,648
| +102% | +$244K | 0.05% | 336 |
|
2018
Q4 | $212K | Sell |
2,593
-2,384
| -48% | -$195K | 0.03% | 450 |
|
2018
Q3 | $504K | Buy |
4,977
+131
| +3% | +$13.3K | 0.07% | 196 |
|
2018
Q2 | $467K | Buy |
4,846
+1,529
| +46% | +$147K | 0.1% | 179 |
|
2018
Q1 | $336K | Buy |
+3,317
| New | +$336K | 0.08% | 201 |
|
2017
Q1 | – | Sell |
-110
| Closed | -$12K | – | 507 |
|
2016
Q4 | $12K | Buy |
+110
| New | +$12K | ﹤0.01% | 468 |
|