Wealth Alliance’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Sell |
28,119
-5,169
| -16% | -$129K | 0.08% | 228 |
|
|
2025
Q1 | $716K | Buy |
+33,288
| New | +$716K | 0.09% | 207 |
|
|
2024
Q4 | – | Sell |
-24,012
| Closed | -$445K | – | 532 |
|
|
2024
Q3 | $445K | Buy |
24,012
+1,694
| +8% | +$31.4K | 0.05% | 288 |
|
|
2024
Q2 | $409K | Buy |
22,318
+9,024
| +68% | +$165K | 0.05% | 301 |
|
|
2024
Q1 | $256K | Sell |
13,294
-4,413
| -25% | -$85K | 0.03% | 437 |
|
|
2023
Q4 | $398K | Buy |
17,707
+343
| +2% | +$7.7K | 0.06% | 305 |
|
|
2023
Q3 | $381K | Sell |
17,364
-1,723
| -9% | -$37.8K | 0.06% | 288 |
|
|
2023
Q2 | $541K | Buy |
19,087
+654
| +4% | +$18.5K | 0.08% | 238 |
|
|
2023
Q1 | $504K | Sell |
18,433
-885
| -5% | -$24.2K | 0.08% | 238 |
|
|
2022
Q4 | $531K | Buy |
+19,318
| New | +$531K | 0.09% | 226 |
|
|
2022
Q3 | – | Sell |
-8,698
| Closed | -$218K | – | 474 |
|
|
2022
Q2 | $218K | Sell |
8,698
-7,545
| -46% | -$189K | 0.04% | 406 |
|
|
2022
Q1 | $480K | Sell |
16,243
-1,233
| -7% | -$36.4K | 0.1% | 225 |
|
|
2021
Q4 | $602K | Sell |
17,476
-2,618
| -13% | -$90.2K | 0.12% | 191 |
|
|
2021
Q3 | $787K | Buy |
20,094
+1,346
| +7% | +$52.7K | 0.18% | 130 |
|
|
2021
Q2 | $693K | Sell |
18,748
-2,497
| -12% | -$92.3K | 0.16% | 145 |
|
|
2021
Q1 | $880K | Buy |
21,245
+1,198
| +6% | +$49.6K | 0.25% | 99 |
|
|
2020
Q4 | $718K | Sell |
20,047
-879
| -4% | -$31.5K | 0.21% | 125 |
|
|
2020
Q3 | $580K | Buy |
20,926
+5,804
| +38% | +$161K | 0.21% | 123 |
|
|
2020
Q2 | $446K | Sell |
15,122
-2,062
| -12% | -$60.8K | 0.18% | 144 |
|
|
2020
Q1 | $413K | Buy |
+17,184
| New | +$413K | 0.22% | 122 |
|