Valeo Financial Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Buy |
9,117
+3,878
| +74% | +$417K | 0.02% | 300 |
|
|
2025
Q1 | $585K | Sell |
5,239
-7
| -0.1% | -$782 | 0.02% | 370 |
|
|
2024
Q4 | $622K | Sell |
5,246
-28
| -0.5% | -$3.32K | 0.02% | 357 |
|
|
2024
Q3 | $639K | Sell |
5,274
-20
| -0.4% | -$2.42K | 0.02% | 350 |
|
|
2024
Q2 | $620K | Sell |
5,294
-63
| -1% | -$7.38K | 0.02% | 326 |
|
|
2024
Q1 | $604K | Buy |
5,357
+375
| +8% | +$42.3K | 0.02% | 322 |
|
|
2023
Q4 | $517K | Buy |
4,982
+454
| +10% | +$47.1K | 0.02% | 355 |
|
|
2023
Q3 | $430K | Buy |
4,528
+420
| +10% | +$39.9K | 0.02% | 371 |
|
|
2023
Q2 | $362K | Buy |
+4,108
| New | +$362K | 0.02% | 385 |
|
|
2023
Q1 | – | Sell |
-3,655
| Closed | -$364K | – | 637 |
|
|
2022
Q4 | $364K | Buy |
3,655
+1,048
| +40% | +$104K | 0.02% | 340 |
|
|
2022
Q3 | $224K | Buy |
+2,607
| New | +$224K | 0.01% | 413 |
|
|
2022
Q2 | – | Sell |
-2,475
| Closed | -$292K | – | 566 |
|
|
2022
Q1 | $292K | Buy |
+2,475
| New | +$292K | 0.01% | 429 |
|
|
2021
Q4 | – | Sell |
-2,180
| Closed | -$229K | – | 564 |
|
|
2021
Q3 | $229K | Buy |
+2,180
| New | +$229K | 0.01% | 443 |
|
|
2021
Q2 | – | Sell |
-2,161
| Closed | -$197K | – | 1388 |
|
|
2021
Q1 | $197K | Sell |
2,161
-109
| -5% | -$9.94K | 0.01% | 432 |
|
|
2020
Q4 | $177K | Sell |
2,270
-613
| -21% | -$47.8K | 0.01% | 431 |
|
|
2020
Q3 | $183K | Sell |
2,883
-119
| -4% | -$7.55K | 0.02% | 336 |
|
|
2020
Q2 | $183K | Sell |
3,002
-636
| -17% | -$38.8K | 0.02% | 332 |
|
|
2020
Q1 | $211K | Buy |
3,638
+1,660
| +84% | +$96.3K | 0.02% | 287 |
|
|
2019
Q4 | $185K | Sell |
1,978
-23
| -1% | -$2.15K | 0.02% | 338 |
|
|
2019
Q3 | $180K | Buy |
2,001
+712
| +55% | +$64K | 0.02% | 318 |
|
|
2019
Q2 | $130K | Sell |
1,289
-25
| -2% | -$2.52K | 0.01% | 374 |
|
|
2019
Q1 | $121K | Buy |
1,314
+604
| +85% | +$55.6K | 0.01% | 373 |
|
|
2018
Q4 | $58K | Sell |
710
-94
| -12% | -$7.68K | 0.01% | 494 |
|
|
2018
Q3 | $75K | Buy |
804
+329
| +69% | +$30.7K | 0.01% | 465 |
|
|
2018
Q2 | $46K | Sell |
475
-256
| -35% | -$24.8K | 0.01% | 551 |
|
|
2018
Q1 | $76K | Sell |
731
-192
| -21% | -$20K | 0.01% | 410 |
|
|
2017
Q4 | $106K | Buy |
923
+3
| +0.3% | +$345 | 0.02% | 332 |
|
|
2017
Q3 | $98K | Buy |
+920
| New | +$98K | 0.02% | 290 |
|