Spire Wealth Management’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 | $127K | Sell |
1,181
-792
| -40% | -$85.1K | ﹤0.01% | 891 |
|
|
2025
Q1 | $220K | Sell |
1,973
-172
| -8% | -$19.2K | 0.01% | 798 |
|
|
2024
Q4 | $254K | Sell |
2,145
-40
| -2% | -$4.74K | 0.01% | 749 |
|
|
2024
Q3 | $265K | Buy |
2,185
+22
| +1% | +$2.66K | 0.01% | 665 |
|
|
2024
Q2 | $254K | Buy |
2,163
+386
| +22% | +$45.2K | 0.01% | 658 |
|
|
2024
Q1 | $209K | Buy |
1,777
+24
| +1% | +$2.82K | ﹤0.01% | 758 |
|
|
2023
Q4 | $181K | Sell |
1,753
-437
| -20% | -$45.2K | 0.01% | 790 |
|
|
2023
Q3 | $208K | Buy |
2,190
+171
| +8% | +$16.2K | 0.01% | 703 |
|
|
2023
Q2 | $178K | Sell |
2,019
-198
| -9% | -$17.5K | 0.01% | 760 |
|
|
2023
Q1 | $183K | Buy |
2,217
+192
| +9% | +$15.9K | 0.01% | 750 |
|
|
2022
Q4 | $201K | Buy |
2,025
+221
| +12% | +$21.9K | 0.01% | 561 |
|
|
2022
Q3 | $155K | Sell |
1,804
-667
| -27% | -$57.3K | 0.01% | 590 |
|
|
2022
Q2 | $236K | Sell |
2,471
-374
| -13% | -$35.7K | 0.01% | 705 |
|
|
2022
Q1 | $336K | Sell |
2,845
-3,434
| -55% | -$406K | 0.01% | 691 |
|
|
2021
Q4 | $680K | Buy |
6,279
+2,752
| +78% | +$298K | 0.02% | 600 |
|
|
2021
Q3 | $371K | Sell |
3,527
-472
| -12% | -$49.6K | 0.01% | 692 |
|
|
2021
Q2 | $410K | Sell |
3,999
-3,333
| -45% | -$342K | 0.01% | 673 |
|
|
2021
Q1 | $670K | Buy |
+7,332
| New | +$670K | 0.02% | 571 |
|