Sterling Financial Planning’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$207K Sell
2025
Q3
$206K Buy
2025
Q2
$213K Buy
2025
Q1
$222K Buy
2022
Q2
Sell
2022
Q1
$273K Buy
2021
Q4
Sell
2021
Q3
$81K Buy
2021
Q2
$67K Buy
2021
Q1
$59K Buy
2020
Q4
$25K Buy