SFFS
Stonehage Fleming Financial Services’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95K | Hold |
74
| – | – | ﹤0.01% | 197 |
|
|
2025
Q1 | $8.26K | Hold |
74
| – | – | ﹤0.01% | 175 |
|
|
2024
Q4 | $8.77K | Hold |
74
| – | – | ﹤0.01% | 207 |
|
|
2024
Q3 | $8.96K | Hold |
74
| – | – | ﹤0.01% | 203 |
|
|
2024
Q2 | $8.67K | Buy |
+74
| New | +$8.67K | ﹤0.01% | 210 |
|
|
2024
Q1 | – | Sell |
-74
| Closed | -$7.67K | – | 243 |
|
|
2023
Q4 | $7.67K | Buy |
+74
| New | +$7.67K | ﹤0.01% | 214 |
|
|
2020
Q1 | – | Sell |
-230
| Closed | -$22K | – | 194 |
|
|
2019
Q4 | $22K | Buy |
+230
| New | +$22K | ﹤0.01% | 170 |
|
|
2019
Q1 | – | Sell |
-3,000
| Closed | -$245K | – | 223 |
|
|
2018
Q4 | $245K | Hold |
3,000
| – | – | 0.01% | 152 |
|
|
2018
Q3 | $304K | Hold |
3,000
| – | – | 0.02% | 146 |
|
|
2018
Q2 | $281K | Hold |
3,000
| – | – | 0.01% | 154 |
|
|
2018
Q1 | $311K | Hold |
3,000
| – | – | 0.02% | 141 |
|
|
2017
Q4 | $345K | Hold |
3,000
| – | – | 0.02% | 146 |
|
|
2017
Q3 | $319K | Hold |
3,000
| – | – | 0.02% | 158 |
|
|
2017
Q2 | $324K | Hold |
3,000
| – | – | 0.02% | 155 |
|
|
2017
Q1 | $320K | Hold |
3,000
| – | – | 0.02% | 191 |
|
|
2016
Q4 | $312K | Hold |
3,000
| – | – | 0.02% | 191 |
|
|
2016
Q3 | $245K | Hold |
3,000
| – | – | 0.01% | 187 |
|
|
2016
Q2 | $214K | Buy |
3,000
+940
| +46% | +$67.1K | 0.01% | 189 |
|
|
2016
Q1 | $170K | Buy |
+2,060
| New | +$170K | 0.01% | 201 |
|