Summit Wealth & Retirement Planning’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,235
| Closed | -$268K | – | 94 |
|
|
2023
Q1 | $268K | Sell |
3,235
-2,129
| -40% | -$176K | 0.1% | 91 |
|
|
2022
Q4 | $534K | Sell |
5,364
-309
| -5% | -$30.7K | 0.22% | 60 |
|
|
2022
Q3 | $487K | Hold |
5,673
| – | – | 0.19% | 64 |
|
|
2022
Q2 | $543K | Sell |
5,673
-41
| -0.7% | -$3.92K | 0.21% | 61 |
|
|
2022
Q1 | $675K | Buy |
+5,714
| New | +$675K | 0.24% | 58 |
|