Stone House Investment Management’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
$45.4K Buy
423
+3
+0.7% +$322 0.01% 158
2025
Q1
$47K Buy
+420
New +$47K 0.01% 152
2024
Q4
Sell
-419
Closed -$50.7K 279
2024
Q3
$50.7K Buy
419
+3
+0.7% +$363 0.01% 121
2024
Q2
$48.8K Buy
416
+2
+0.5% +$235 0.01% 125
2024
Q1
$48.6K Buy
414
+73
+21% +$8.58K 0.01% 133
2023
Q4
$35.4K Sell
341
-2
-0.6% -$207 0.01% 99
2023
Q3
$32.5K Buy
343
+3
+0.9% +$284 0.01% 95
2023
Q2
$30K Buy
340
+3
+0.9% +$265 0.01% 98
2023
Q1
$27.9K Buy
+337
New +$27.9K 0.01% 108
2019
Q2
Sell
-214
Closed -$20K 155
2019
Q1
$20K Buy
+214
New +$20K 0.01% 137