Univest Financial’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,880
| Closed | -$404K | – | 128 |
|
|
2019
Q4 | $404K | Sell |
3,880
-2,029
| -34% | -$211K | 0.17% | 77 |
|
|
2019
Q3 | $532K | Buy |
5,909
+408
| +7% | +$36.7K | 0.17% | 70 |
|
|
2019
Q2 | $556K | Sell |
5,501
-106
| -2% | -$10.7K | 0.18% | 72 |
|
|
2019
Q1 | $515K | Buy |
5,607
+1,913
| +52% | +$176K | 0.17% | 74 |
|
|
2018
Q4 | $301K | Sell |
3,694
-63
| -2% | -$5.13K | 0.11% | 97 |
|
|
2018
Q3 | $381K | Sell |
3,757
-153
| -4% | -$15.5K | 0.12% | 84 |
|
|
2018
Q2 | $366K | Buy |
3,910
+183
| +5% | +$17.1K | 0.15% | 77 |
|
|
2018
Q1 | $386K | Sell |
3,727
-496
| -12% | -$51.4K | 0.17% | 70 |
|
|
2017
Q4 | $486K | Buy |
4,223
+139
| +3% | +$16K | 0.2% | 65 |
|
|
2017
Q3 | $434K | Buy |
4,084
+365
| +10% | +$38.8K | 0.18% | 71 |
|
|
2017
Q2 | $402K | Sell |
3,719
-256
| -6% | -$27.7K | 0.17% | 74 |
|
|
2017
Q1 | $424K | Buy |
3,975
+95
| +2% | +$10.1K | 0.19% | 73 |
|
|
2016
Q4 | $404K | Buy |
3,880
+31
| +0.8% | +$3.23K | 0.17% | 77 |
|
|
2016
Q3 | $314K | Buy |
3,849
+254
| +7% | +$20.7K | 0.14% | 76 |
|
|
2016
Q2 | $256K | Sell |
3,595
-384
| -10% | -$27.3K | 0.12% | 84 |
|
|
2016
Q1 | $287K | Buy |
3,979
+258
| +7% | +$18.6K | 0.13% | 83 |
|
|
2015
Q4 | $303K | Sell |
3,721
-1,271
| -25% | -$103K | 0.14% | 82 |
|
|
2015
Q3 | $380K | Buy |
4,992
+56
| +1% | +$4.26K | 0.19% | 66 |
|
|
2015
Q2 | $432K | Buy |
+4,936
| New | +$432K | 0.2% | 63 |
|