Summit Financial’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 | $791K | Sell |
7,360
-589
| -7% | -$63.3K | 0.02% | 461 |
|
|
2025
Q1 | $888K | Buy |
7,949
+3,151
| +66% | +$352K | 0.02% | 394 |
|
|
2024
Q4 | $569K | Buy |
4,798
+2,390
| +99% | +$283K | 0.02% | 425 |
|
|
2024
Q3 | $292K | Sell |
2,408
-423
| -15% | -$51.2K | 0.01% | 465 |
|
|
2024
Q2 | $332K | Buy |
+2,831
| New | +$332K | 0.02% | 399 |
|
|
2022
Q2 | – | Sell |
-1,721
| Closed | -$203K | – | 251 |
|
|
2022
Q1 | $203K | Buy |
+1,721
| New | +$203K | 0.02% | 241 |
|