Surevest’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $20K | Hold |
234
| – | – | 0.01% | 242 |
|
|
2022
Q2 | $22K | Hold |
234
| – | – | 0.01% | 256 |
|
|
2022
Q1 | $28K | Hold |
234
| – | – | 0.01% | 215 |
|
|
2021
Q4 | $25K | Buy |
+234
| New | +$25K | 0.01% | 224 |
|
|
2020
Q1 | – | Sell |
-2,470
| Closed | -$232K | – | 128 |
|
|
2019
Q4 | $232K | Hold |
2,470
| – | – | 0.1% | 134 |
|
|
2019
Q3 | $222K | Buy |
2,470
+8
| +0.3% | +$719 | 0.11% | 123 |
|
|
2019
Q2 | $249K | Buy |
+2,462
| New | +$249K | 0.13% | 121 |
|