Sterling Financial Planning’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 | $213K | Buy |
1,987
+2
| +0.1% | +$215 | 0.07% | 112 |
|
|
2025
Q1 | $222K | Buy |
+1,985
| New | +$222K | 0.08% | 103 |
|
|
2022
Q2 | – | Sell |
-2,306
| Closed | -$273K | – | 95 |
|
|
2022
Q1 | $273K | Buy |
+2,306
| New | +$273K | 0.17% | 80 |
|
|
2021
Q4 | – | Sell |
-774
| Closed | -$81K | – | 314 |
|
|
2021
Q3 | $81K | Buy |
774
+121
| +19% | +$12.7K | 0.05% | 142 |
|
|
2021
Q2 | $67K | Buy |
653
+2
| +0.3% | +$205 | 0.04% | 148 |
|
|
2021
Q1 | $59K | Buy |
651
+326
| +100% | +$29.5K | 0.04% | 141 |
|
|
2020
Q4 | $25K | Buy |
+325
| New | +$25K | 0.02% | 198 |
|