SGCA
Steel Grove Capital Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
16,732
+289
| +2% | +$31.1K | 0.21% | 64 |
|
|
2025
Q1 | $1.84M | Buy |
16,443
+771
| +5% | +$86.1K | 0.28% | 51 |
|
|
2024
Q4 | $1.86M | Sell |
15,672
-631
| -4% | -$74.8K | 0.26% | 47 |
|
|
2024
Q3 | $1.97M | Sell |
16,303
-568
| -3% | -$68.6K | 0.28% | 46 |
|
|
2024
Q2 | $1.98M | Sell |
16,871
-235
| -1% | -$27.5K | 0.27% | 39 |
|
|
2024
Q1 | $2.01M | Buy |
17,106
+11,746
| +219% | +$1.38M | 0.27% | 49 |
|
|
2023
Q4 | $556K | Sell |
5,360
-17,192
| -76% | -$1.78M | 0.08% | 93 |
|
|
2023
Q3 | $2.14M | Sell |
22,552
-618
| -3% | -$58.6K | 0.29% | 43 |
|
|
2023
Q2 | $2.04M | Buy |
23,170
+3,610
| +18% | +$318K | 0.26% | 53 |
|
|
2023
Q1 | $1.62M | Buy |
19,560
+1,436
| +8% | +$119K | 0.22% | 76 |
|
|
2022
Q4 | $1.8M | Sell |
18,124
-8
| -0% | -$796 | 0.26% | 61 |
|
|
2022
Q3 | $1.56M | Buy |
18,132
+1,791
| +11% | +$154K | 0.28% | 60 |
|
|
2022
Q2 | $1.56M | Buy |
16,341
+509
| +3% | +$48.7K | 0.29% | 58 |
|
|
2022
Q1 | $1.87M | Buy |
+15,832
| New | +$1.87M | 0.29% | 48 |
|
|
2018
Q4 | – | Sell |
-2,230
| Closed | -$226K | – | 334 |
|
|
2018
Q3 | $226K | Buy |
+2,230
| New | +$226K | 0.03% | 284 |
|
|
2018
Q2 | – | Sell |
-2,065
| Closed | -$214K | – | 313 |
|
|
2018
Q1 | $214K | Hold |
2,065
| – | – | 0.03% | 285 |
|
|
2017
Q4 | $237K | Hold |
2,065
| – | – | 0.04% | 263 |
|
|
2017
Q3 | $220K | Hold |
2,065
| – | – | 0.04% | 261 |
|
|
2017
Q2 | $223K | Buy |
2,065
+7
| +0.3% | +$756 | 0.04% | 252 |
|
|
2017
Q1 | $220K | Buy |
+2,058
| New | +$220K | 0.04% | 251 |
|