Wealthspire Advisors (New York)’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 | $353K | Buy |
3,282
+294
| +10% | +$31.6K | ﹤0.01% | 620 |
|
|
2025
Q1 | $334K | Sell |
2,988
-247
| -8% | -$27.6K | ﹤0.01% | 617 |
|
|
2024
Q4 | $383K | Buy |
3,235
+666
| +26% | +$78.9K | ﹤0.01% | 585 |
|
|
2024
Q3 | $311K | Buy |
2,569
+6
| +0.2% | +$727 | ﹤0.01% | 615 |
|
|
2024
Q2 | $300K | Sell |
2,563
-55
| -2% | -$6.45K | ﹤0.01% | 539 |
|
|
2024
Q1 | $307K | Sell |
2,618
-284
| -10% | -$33.3K | ﹤0.01% | 516 |
|
|
2023
Q4 | $301K | Sell |
2,902
-267
| -8% | -$27.7K | ﹤0.01% | 527 |
|
|
2023
Q3 | $301K | Buy |
3,169
+478
| +18% | +$45.4K | 0.01% | 483 |
|
|
2023
Q2 | $237K | Sell |
2,691
-979
| -27% | -$86.4K | ﹤0.01% | 492 |
|
|
2023
Q1 | $304K | Sell |
3,670
-584
| -14% | -$48.3K | 0.01% | 437 |
|
|
2022
Q4 | $423K | Buy |
+4,254
| New | +$423K | 0.01% | 396 |
|
|
2022
Q1 | – | Sell |
-7,662
| Closed | -$829K | – | 528 |
|
|
2021
Q4 | $829K | Buy |
7,662
+1,586
| +26% | +$172K | 0.02% | 251 |
|
|
2021
Q3 | $639K | Buy |
+6,076
| New | +$639K | 0.01% | 312 |
|
|
2021
Q2 | – | Sell |
-7,738
| Closed | -$705K | – | 590 |
|
|
2021
Q1 | $705K | Buy |
7,738
+1,011
| +15% | +$92.1K | 0.02% | 327 |
|
|
2020
Q4 | $525K | Buy |
6,727
+2,708
| +67% | +$211K | 0.02% | 297 |
|
|
2020
Q3 | $255K | Buy |
+4,019
| New | +$255K | 0.02% | 256 |
|
|
2020
Q2 | – | Sell |
-6,835
| Closed | -$356K | – | 463 |
|
|
2020
Q1 | $356K | Buy |
+6,835
| New | +$356K | 0.01% | 350 |
|
|
2019
Q1 | – | Sell |
-205
| Closed | -$17K | – | 612 |
|
|
2018
Q4 | $17K | Buy |
+205
| New | +$17K | ﹤0.01% | 382 |
|