Wambolt & Associates’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 | $2.21M | Sell |
20,231
-1,844
| -8% | -$201K | 0.74% | 49 |
|
|
2025
Q1 | $2.47M | Buy |
22,075
+38
| +0.2% | +$4.24K | 0.84% | 36 |
|
|
2024
Q4 | $2.61M | Sell |
22,037
-3,087
| -12% | -$366K | 0.84% | 37 |
|
|
2024
Q3 | $3M | Buy |
25,124
+1,568
| +7% | +$187K | 0.82% | 40 |
|
|
2024
Q2 | $2.77M | Buy |
23,556
+549
| +2% | +$64.5K | 0.8% | 37 |
|
|
2024
Q1 | $2.68M | Buy |
23,007
+2,654
| +13% | +$309K | 0.8% | 39 |
|
|
2023
Q4 | $2.11M | Buy |
20,353
+2,770
| +16% | +$287K | 0.69% | 40 |
|
|
2023
Q3 | $1.64M | Buy |
17,583
+1,351
| +8% | +$126K | 0.6% | 50 |
|
|
2023
Q2 | $1.43M | Buy |
16,232
+1,321
| +9% | +$117K | 0.51% | 68 |
|
|
2023
Q1 | $1.23M | Buy |
14,911
+1,585
| +12% | +$131K | 0.44% | 83 |
|
|
2022
Q4 | $1.33M | Buy |
13,326
+353
| +3% | +$35.1K | 0.51% | 69 |
|
|
2022
Q3 | $1.11M | Buy |
12,973
+597
| +5% | +$51.2K | 0.47% | 81 |
|
|
2022
Q2 | $1.18M | Buy |
12,376
+861
| +7% | +$82.4K | 0.48% | 74 |
|
|
2022
Q1 | $1.36M | Buy |
11,515
+569
| +5% | +$67.4K | 0.5% | 75 |
|
|
2021
Q4 | $1.19M | Buy |
10,946
+1,546
| +16% | +$167K | 0.43% | 84 |
|
|
2021
Q3 | $998K | Buy |
9,400
+1,690
| +22% | +$179K | 0.4% | 89 |
|
|
2021
Q2 | $796K | Buy |
7,710
+1,977
| +34% | +$204K | 0.34% | 100 |
|
|
2021
Q1 | $532K | Buy |
5,733
+3,097
| +117% | +$287K | 0.28% | 120 |
|
|
2020
Q4 | $206K | Buy |
+2,636
| New | +$206K | 0.12% | 198 |
|