SteelPeak Wealth’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,216
| Closed | -$389K | – | 525 |
|
|
2024
Q3 | $389K | Sell |
3,216
-6,949
| -68% | -$842K | 0.02% | 341 |
|
|
2024
Q2 | $1.19M | Buy |
10,165
+6,684
| +192% | +$783K | 0.06% | 197 |
|
|
2024
Q1 | $409K | Buy |
+3,481
| New | +$409K | 0.02% | 307 |
|
|
2023
Q4 | – | Sell |
-44,393
| Closed | -$4.21M | – | 435 |
|
|
2023
Q3 | $4.21M | Buy |
44,393
+41,467
| +1,417% | +$3.93M | 0.26% | 78 |
|
|
2023
Q2 | $258K | Sell |
2,926
-2,441
| -45% | -$215K | 0.02% | 340 |
|
|
2023
Q1 | $444K | Buy |
5,367
+603
| +13% | +$49.9K | 0.03% | 251 |
|
|
2022
Q4 | $474K | Sell |
4,764
-962
| -17% | -$95.7K | 0.03% | 251 |
|
|
2022
Q3 | $491K | Buy |
5,726
+1,902
| +50% | +$163K | 0.04% | 251 |
|
|
2022
Q2 | $366K | Sell |
3,824
-676
| -15% | -$64.7K | 0.03% | 288 |
|
|
2022
Q1 | $532K | Buy |
4,500
+1,952
| +77% | +$231K | 0.03% | 263 |
|
|
2021
Q4 | $276K | Sell |
2,548
-638
| -20% | -$69.1K | 0.02% | 324 |
|
|
2021
Q3 | $335K | Sell |
3,186
-124
| -4% | -$13K | 0.02% | 301 |
|
|
2021
Q2 | $339K | Buy |
+3,310
| New | +$339K | 0.02% | 313 |
|
|
2021
Q1 | – | Sell |
-3,360
| Closed | -$262K | – | 374 |
|
|
2020
Q4 | $262K | Buy |
+3,360
| New | +$262K | 0.02% | 275 |
|
|
2020
Q2 | – | Sell |
-4,188
| Closed | -$218K | – | 270 |
|
|
2020
Q1 | $218K | Buy |
+4,188
| New | +$218K | 0.03% | 201 |
|