Strategic Wealth Partners’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
$180K Buy
+1,671
New +$180K 0.01% 324
2019
Q4
Sell
-28
Closed -$2 405
2019
Q3
$2 Hold
28
﹤0.01% 694
2019
Q2
$2K Hold
28
﹤0.01% 703
2019
Q1
$3K Hold
28
﹤0.01% 706
2018
Q4
$2K Hold
28
﹤0.01% 644
2018
Q3
$3K Hold
28
﹤0.01% 591
2018
Q2
$3K Sell
28
-28
-50% -$3K ﹤0.01% 673
2018
Q1
$6K Buy
56
+15
+37% +$1.61K ﹤0.01% 619
2017
Q4
$5K Buy
+41
New +$5K ﹤0.01% 616