United Capital Financial Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
16,497
+697
| +4% | +$17.4K | ﹤0.01% | 822 |
|
|
2025
Q1 | $340K | Buy |
15,800
+1,794
| +13% | +$38.6K | ﹤0.01% | 847 |
|
|
2024
Q4 | $223K | Buy |
14,006
+114
| +0.8% | +$1.82K | ﹤0.01% | 978 |
|
|
2024
Q3 | $258K | Sell |
13,892
-3,107
| -18% | -$57.6K | ﹤0.01% | 929 |
|
|
2024
Q2 | $311K | Buy |
16,999
+5,911
| +53% | +$108K | ﹤0.01% | 827 |
|
|
2024
Q1 | $214K | Sell |
11,088
-2,277
| -17% | -$43.9K | ﹤0.01% | 994 |
|
|
2023
Q4 | $300K | Buy |
+13,365
| New | +$300K | ﹤0.01% | 863 |
|
|
2020
Q1 | – | Sell |
-6,866
| Closed | -$254K | – | 1317 |
|
|
2019
Q4 | $254K | Buy |
+6,866
| New | +$254K | ﹤0.01% | 1192 |
|
|
2019
Q3 | – | Sell |
-17,947
| Closed | -$763K | – | 1422 |
|
|
2019
Q2 | $763K | Buy |
17,947
+7,090
| +65% | +$301K | 0.01% | 891 |
|
|
2019
Q1 | $424K | Sell |
10,857
-129
| -1% | -$5.04K | ﹤0.01% | 1021 |
|
|
2018
Q4 | $377K | Buy |
10,986
+3,900
| +55% | +$134K | ﹤0.01% | 996 |
|
|
2018
Q3 | $315K | Buy |
7,086
+1,039
| +17% | +$46.2K | ﹤0.01% | 1087 |
|
|
2018
Q2 | $268K | Buy |
6,047
+506
| +9% | +$22.4K | ﹤0.01% | 1126 |
|
|
2018
Q1 | $275K | Buy |
+5,541
| New | +$275K | ﹤0.01% | 1123 |
|
|
2015
Q4 | – | Sell |
-18,965
| Closed | -$775K | – | 1271 |
|
|
2015
Q3 | $775K | Buy |
+18,965
| New | +$775K | 0.01% | 762 |
|