Summit Financial Wealth Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,691
| Closed | -$200K | – | 143 |
|
|
2022
Q1 | $200K | Buy |
+1,691
| New | +$200K | 0.04% | 123 |
|
|
2020
Q1 | – | Sell |
-50,192
| Closed | -$4.54M | – | 137 |
|
|
2019
Q4 | $4.54M | Buy |
50,192
+3,048
| +6% | +$275K | 1.1% | 26 |
|
|
2019
Q3 | $4.22M | Buy |
47,144
+4,714
| +11% | +$422K | 1.03% | 27 |
|
|
2019
Q2 | $4.29M | Buy |
42,430
+9,754
| +30% | +$985K | 1.05% | 26 |
|
|
2019
Q1 | $3.15M | Buy |
32,676
+4,741
| +17% | +$457K | 0.83% | 36 |
|
|
2018
Q4 | $2.28M | Sell |
27,935
-12,777
| -31% | -$1.04M | 0.74% | 42 |
|
|
2018
Q3 | $3.97M | Buy |
+40,712
| New | +$3.97M | 1.19% | 25 |
|