SWA
Sutton Wealth Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $217K | Sell |
2,284
-17
| -0.7% | -$1.61K | 0.11% | 102 |
|
|
2023
Q2 | $203K | Sell |
2,301
-122
| -5% | -$10.8K | 0.1% | 105 |
|
|
2023
Q1 | $200K | Sell |
2,423
-2,324
| -49% | -$192K | 0.11% | 105 |
|
|
2022
Q4 | $472K | Buy |
4,747
+298
| +7% | +$29.6K | 0.18% | 89 |
|
|
2022
Q3 | $382K | Buy |
4,449
+927
| +26% | +$79.5K | 0.16% | 98 |
|
|
2022
Q2 | $337K | Buy |
3,522
+367
| +12% | +$35.1K | 0.13% | 112 |
|
|
2022
Q1 | $373K | Buy |
3,155
+526
| +20% | +$62.2K | 0.13% | 115 |
|
|
2021
Q4 | $285K | Buy |
2,629
+244
| +10% | +$26.4K | 0.09% | 143 |
|
|
2021
Q3 | $251K | Hold |
2,385
| – | – | 0.09% | 151 |
|
|
2021
Q2 | $244K | Hold |
2,385
| – | – | 0.09% | 157 |
|
|
2021
Q1 | $217K | Hold |
2,385
| – | – | 0.09% | 163 |
|
|
2020
Q4 | $186K | Sell |
2,385
-130
| -5% | -$10.1K | 0.08% | 163 |
|
|
2020
Q3 | $160K | Buy |
2,515
+14
| +0.6% | +$889 | 0.08% | 163 |
|
|
2020
Q2 | $152K | Buy |
2,501
+14
| +0.6% | +$853 | 0.08% | 162 |
|
|
2020
Q1 | $130K | Sell |
2,487
-453
| -15% | -$23.6K | 0.08% | 169 |
|
|
2019
Q4 | $276K | Sell |
2,940
-3
| -0.1% | -$281 | 0.14% | 117 |
|
|
2019
Q3 | $265K | Buy |
2,943
+338
| +13% | +$30.4K | 0.15% | 115 |
|
|
2019
Q2 | $263K | Buy |
2,605
+3
| +0.1% | +$303 | 0.15% | 114 |
|
|
2019
Q1 | $239K | Buy |
2,602
+16
| +0.6% | +$1.47K | 0.14% | 119 |
|
|
2018
Q4 | $211K | Buy |
2,586
+235
| +10% | +$19.2K | 0.14% | 121 |
|
|
2018
Q3 | $238K | Hold |
2,351
| – | – | 0.16% | 110 |
|
|
2018
Q2 | $220K | Hold |
2,351
| – | – | 0.15% | 113 |
|
|
2018
Q1 | $243K | Buy |
2,351
+14
| +0.6% | +$1.45K | 0.17% | 103 |
|
|
2017
Q4 | $269K | Hold |
2,337
| – | – | 0.2% | 89 |
|
|
2017
Q3 | $248K | Hold |
2,337
| – | – | 0.19% | 92 |
|
|
2017
Q2 | $253K | Hold |
2,337
| – | – | 0.2% | 81 |
|
|
2017
Q1 | $249K | Hold |
2,337
| – | – | 0.21% | 76 |
|
|
2016
Q4 | $243K | Hold |
2,337
| – | – | 0.22% | 78 |
|
|
2016
Q3 | $191K | Hold |
2,337
| – | – | 0.17% | 100 |
|
|
2016
Q2 | $167K | Hold |
2,337
| – | – | 0.16% | 113 |
|
|
2016
Q1 | $169K | Buy |
+2,337
| New | +$169K | 0.16% | 110 |
|