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 |
|