Sugarloaf Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $102K | Sell |
860
-601
| -41% | -$71.3K | 0.02% | 232 |
|
|
2024
Q3 | $177K | Buy |
1,461
+3
| +0.2% | +$363 | 0.03% | 187 |
|
|
2024
Q2 | $171K | Buy |
1,458
+707
| +94% | +$82.8K | 0.03% | 167 |
|
|
2024
Q1 | $88.1K | Sell |
751
-113
| -13% | -$13.3K | 0.02% | 237 |
|
|
2023
Q4 | $89.6K | Buy |
864
+5
| +0.6% | +$519 | 0.02% | 229 |
|
|
2023
Q3 | $81.6K | Sell |
859
-1,951
| -69% | -$185K | 0.02% | 230 |
|
|
2023
Q2 | $248K | Buy |
2,810
+347
| +14% | +$30.6K | 0.06% | 107 |
|
|
2023
Q1 | $204K | Buy |
2,463
+1,530
| +164% | +$127K | 0.05% | 130 |
|
|
2022
Q4 | $92.8K | Sell |
933
-62
| -6% | -$6.17K | 0.02% | 204 |
|
|
2022
Q3 | $86K | Sell |
995
-45
| -4% | -$3.89K | 0.02% | 214 |
|
|
2022
Q2 | $99K | Buy |
1,040
+6
| +0.6% | +$571 | 0.02% | 185 |
|
|
2022
Q1 | $122K | Buy |
1,034
+4
| +0.4% | +$472 | 0.03% | 169 |
|
|
2021
Q4 | $111K | Buy |
1,030
+4
| +0.4% | +$431 | 0.03% | 185 |
|
|
2021
Q3 | $108K | Buy |
1,026
+5
| +0.5% | +$526 | 0.03% | 180 |
|
|
2021
Q2 | $105K | Buy |
1,021
+5
| +0.5% | +$514 | 0.03% | 182 |
|
|
2021
Q1 | $93 | Sell |
1,016
-108
| -10% | -$10 | 0.03% | 196 |
|
|
2020
Q4 | $88K | Buy |
1,124
+118
| +12% | +$9.24K | 0.03% | 191 |
|
|
2020
Q3 | $64K | Buy |
1,006
+56
| +6% | +$3.56K | 0.02% | 201 |
|
|
2020
Q2 | $58K | Sell |
950
-310
| -25% | -$18.9K | 0.02% | 219 |
|
|
2020
Q1 | $66K | Buy |
1,260
+6
| +0.5% | +$314 | 0.03% | 188 |
|
|
2019
Q4 | $118K | Buy |
+1,254
| New | +$118K | 0.05% | 159 |
|