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Stratos Wealth Advisors’s Prudential Financial PRU Stock Holding History

Stratos Wealth Advisors’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,707
Closed -$202K – 726
2024
Q4 		$202K Sell
1,707
-491
-22% -$60.6K 0.01% 681
2024
Q3 		$266K Sell
2,198
-178
-7% -$21K 0.01% 631
2024
Q2 		$278K Buy
2,376
+139
+6% +$16K 0.01% 586
2024
Q1 		$263K Sell
2,237
-26,682
-92% -$2.88M 0.02% 575
2023
Q4 		$3M Buy
28,919
+1,866
+7% +$179K 0.17% 165
2023
Q3 		$2.57M Sell
27,053
-3,218
-11% -$304K 0.17% 163
2023
Q2 		$2.67M Buy
30,271
+1,158
+4% +$96.9K 0.19% 145
2023
Q1 		$2.41M Buy
29,113
+2,777
+11% +$265K 0.19% 148
2022
Q4 		$2.62M Sell
26,336
-961
-4% -$97.3K 0.22% 133
2022
Q3 		$2.34M Buy
27,297
+1,250
+5% +$120K 0.25% 116
2022
Q2 		$2.49M Buy
26,047
+3,407
+15% +$361K 0.23% 120
2022
Q1 		$2.67M Sell
22,640
-1,309
-5% -$149K 0.22% 125
2021
Q4 		$2.59M Sell
23,949
-144
-0.6% -$15.6K 0.19% 152
2021
Q3 		$2.54M Buy
24,093
+1,252
+5% +$129K 0.22% 126
2021
Q2 		$2.34M Buy
22,841
+2,091
+10% +$214K 0.21% 131
2021
Q1 		$1.89M Buy
20,750
+9,471
+84% +$811K 0.2% 141
2020
Q4 		$881K Buy
11,279
+1,594
+16% +$115K 0.12% 177
2020
Q3 		$615K Buy
9,685
+441
+5% +$29K 0.15% 151
2020
Q2 		$563K Buy
+9,244
New +$543K 0.17% 130

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Stratos Wealth Advisors's PRU Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 1,707 shares — an estimated $202K sold.

Stratos Wealth Advisors first reported a position in PRU in Q2 2020 and held it in 19 quarters. The position peaked at $3M in Q4 2023. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,707 Prudential Financial shares in Q1 2025, an estimated $202K.
  • Stratos Wealth Advisors first reported a position in Prudential Financial in Q2 2020 and held it in 19 quarters.
  • Stratos Wealth Advisors's Prudential Financial position peaked at $3M in Q4 2023.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.