Summit Trail Advisors’s Prudential Financial PRU Stock Holding History

Summit Trail Advisors’s Portfolio PRU Stock Details PRU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.53M	Buy
2024 Q4	–	Sell
2024 Q3	$356K	Buy
2024 Q2	$301K	Sell
2024 Q1	$316K	Buy
2023 Q4	$243K	Sell
2023 Q3	$266K	Buy
2023 Q2	$238K	Buy
2018 Q1	–	Sell
2017 Q4	$215K	Buy