Synergy Asset Management’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4	Closed	-$484	–	648
2024 Q4	$484	Buy	+4	New	+$484	﹤0.01%	786
2022 Q3	–	Sell	-7,641	Closed	-$731K	–	133
2022 Q2	$731K	Buy	+7,641	New	+$731K	0.19%	59