Tyler-Stone Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-682
| Closed | -$79.9K | – | 741 |
|
|
2024
Q2 | $79.9K | Hold |
682
| – | – | 0.03% | 315 |
|
|
2024
Q1 | $80.1K | Hold |
682
| – | – | 0.04% | 302 |
|
|
2023
Q4 | $70.7K | Buy |
682
+131
| +24% | +$13.6K | 0.04% | 312 |
|
|
2023
Q3 | $52K | Hold |
551
| – | – | 0.03% | 340 |
|
|
2023
Q2 | $49K | Buy |
+551
| New | +$49K | 0.03% | 342 |
|
|
2022
Q4 | $55K | Buy |
551
+75
| +16% | +$7.49K | 0.04% | 304 |
|
|
2022
Q3 | $41K | Hold |
476
| – | – | 0.03% | 329 |
|
|
2022
Q2 | $46K | Sell |
476
-100
| -17% | -$9.66K | 0.03% | 330 |
|
|
2022
Q1 | $68K | Sell |
576
-500
| -46% | -$59K | 0.04% | 300 |
|
|
2021
Q4 | $116K | Buy |
+1,076
| New | +$116K | 0.06% | 250 |
|