Steward Partners Investment Advisory’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Hold |
473
| – | – | ﹤0.01% | 3137 |
|
|
2025
Q1 | $10.2K | Sell |
473
-41
| -8% | -$882 | ﹤0.01% | 3090 |
|
|
2024
Q4 | $8.19K | Sell |
514
-47
| -8% | -$749 | ﹤0.01% | 3181 |
|
|
2024
Q3 | $10.4K | Buy |
561
+41
| +8% | +$760 | ﹤0.01% | 2935 |
|
|
2024
Q2 | $9.53K | Sell |
520
-56
| -10% | -$1.03K | ﹤0.01% | 2836 |
|
|
2024
Q1 | $11.1K | Buy |
576
+103
| +22% | +$1.99K | ﹤0.01% | 2767 |
|
|
2023
Q4 | $10.6K | Hold |
473
| – | – | ﹤0.01% | 2681 |
|
|
2023
Q3 | $10.4K | Hold |
473
| – | – | ﹤0.01% | 2585 |
|
|
2023
Q2 | $13.4K | Hold |
473
| – | – | ﹤0.01% | 2471 |
|
|
2023
Q1 | $12.9K | Hold |
473
| – | – | ﹤0.01% | 2444 |
|
|
2022
Q4 | $13K | Hold |
473
| – | – | ﹤0.01% | 2448 |
|
|
2022
Q3 | $9K | Hold |
473
| – | – | ﹤0.01% | 2584 |
|
|
2022
Q2 | $12K | Hold |
473
| – | – | ﹤0.01% | 2457 |
|
|
2022
Q1 | $14K | Hold |
473
| – | – | ﹤0.01% | 2528 |
|
|
2021
Q4 | $16K | Hold |
473
| – | – | ﹤0.01% | 2416 |
|
|
2021
Q3 | $19K | Sell |
473
-15
| -3% | -$603 | ﹤0.01% | 2353 |
|
|
2021
Q2 | $18K | Hold |
488
| – | – | ﹤0.01% | 5248 |
|
|
2021
Q1 | $20.2K | Hold |
488
| – | – | ﹤0.01% | 2480 |
|
|
2020
Q4 | $17K | Sell |
488
-28
| -5% | -$975 | ﹤0.01% | 2117 |
|
|
2020
Q3 | $14K | Buy |
516
+8
| +2% | +$217 | ﹤0.01% | 2019 |
|
|
2020
Q2 | $15K | Sell |
508
-148
| -23% | -$4.37K | ﹤0.01% | 1877 |
|
|
2020
Q1 | $15K | Sell |
656
-231
| -26% | -$5.28K | ﹤0.01% | 1716 |
|
|
2019
Q4 | $32K | Buy |
887
+168
| +23% | +$6.06K | ﹤0.01% | 1589 |
|
|
2019
Q3 | $25K | Buy |
719
+231
| +47% | +$8.03K | ﹤0.01% | 1649 |
|
|
2019
Q2 | $20K | Buy |
+488
| New | +$20K | ﹤0.01% | 1712 |
|
|
2018
Q4 | – | Sell |
-488
| Closed | -$22K | – | 1805 |
|
|
2018
Q3 | $22K | Sell |
488
-183
| -27% | -$8.25K | ﹤0.01% | 1518 |
|
|
2018
Q2 | $30K | Hold |
671
| – | – | ﹤0.01% | 1297 |
|
|
2018
Q1 | $33K | Hold |
671
| – | – | ﹤0.01% | 1151 |
|
|
2017
Q4 | $33K | Hold |
671
| – | – | ﹤0.01% | 965 |
|
|
2017
Q3 | $31K | Hold |
671
| – | – | ﹤0.01% | 822 |
|
|
2017
Q2 | $29K | Sell |
671
-81
| -11% | -$3.5K | ﹤0.01% | 777 |
|
|
2017
Q1 | $30K | Buy |
752
+53
| +8% | +$2.11K | ﹤0.01% | 660 |
|
|
2016
Q4 | $26K | Buy |
+699
| New | +$26K | 0.01% | 416 |
|