TrinityPoint Wealth’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$3.51M Buy
29,611
+56
+0.2% +$6.64K 0.49% 54
2024
Q3
$3.58M Sell
29,555
-31
-0.1% -$3.75K 0.51% 48
2024
Q2
$3.47M Sell
29,586
-277
-0.9% -$32.5K 0.54% 44
2024
Q1
$3.51M Sell
29,863
-508
-2% -$59.6K 0.58% 43
2023
Q4
$3.15M Sell
30,371
-352
-1% -$36.5K 0.57% 41
2023
Q3
$2.92M Buy
30,723
+55
+0.2% +$5.22K 0.58% 43
2023
Q2
$2.71M Buy
+30,668
New +$2.71M 0.53% 49