Valeo Financial Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Buy |
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|
2025
Q1 | $585K | Sell |
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|
2024
Q4 | $622K | Sell |
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|
2024
Q3 | $639K | Sell |
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|
2024
Q2 | $620K | Sell |
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|
2024
Q1 | $604K | Buy |
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|
2023
Q4 | $517K | Buy |
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|
2023
Q3 | $430K | Buy |
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|
2023
Q2 | $362K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $364K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $229K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $197K | Sell |
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|
2020
Q4 | $177K | Sell |
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|
2020
Q3 | $183K | Sell |
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|
2020
Q2 | $183K | Sell |
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|
2020
Q1 | $211K | Buy |
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|
2019
Q4 | $185K | Sell |
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|
2019
Q3 | $180K | Buy |
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|
2019
Q2 | $130K | Sell |
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|
2019
Q1 | $121K | Buy |
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|
2018
Q4 | $58K | Sell |
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|
2018
Q3 | $75K | Buy |
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|
2018
Q2 | $46K | Sell |
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|
2018
Q1 | $76K | Sell |
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|
2017
Q4 | $106K | Buy |
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|
2017
Q3 | $98K | Buy |
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