United Capital Financial Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
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|
2025
Q1 | $340K | Buy |
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|
2024
Q4 | $223K | Buy |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $300K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $254K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $763K | Buy |
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|
2019
Q1 | $424K | Sell |
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|
2018
Q4 | $377K | Buy |
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|
2018
Q3 | $315K | Buy |
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|
2018
Q2 | $268K | Buy |
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|
2018
Q1 | $275K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $775K | Buy |
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