West 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 | $14.1K | Hold |
131
| – | – | ﹤0.01% | 142 |
|
|
2025
Q1 | $14.6K | Hold |
131
| – | – | ﹤0.01% | 138 |
|
|
2024
Q4 | $15.5K | Hold |
131
| – | – | ﹤0.01% | 137 |
|
|
2024
Q3 | $15.9K | Hold |
131
| – | – | ﹤0.01% | 135 |
|
|
2024
Q2 | $15.4K | Hold |
131
| – | – | ﹤0.01% | 113 |
|
|
2024
Q1 | $15.4K | Hold |
131
| – | – | ﹤0.01% | 114 |
|
|
2023
Q4 | $13.6K | Sell |
131
-90
| -41% | -$9.34K | ﹤0.01% | 118 |
|
|
2023
Q3 | $21K | Buy |
221
+90
| +69% | +$8.54K | 0.01% | 110 |
|
|
2023
Q2 | $11.6K | Sell |
131
-127
| -49% | -$11.2K | ﹤0.01% | 124 |
|
|
2023
Q1 | $21.3K | Buy |
258
+127
| +97% | +$10.5K | 0.01% | 102 |
|
|
2022
Q4 | $13K | Hold |
131
| – | – | ﹤0.01% | 113 |
|
|
2022
Q3 | $11K | Hold |
131
| – | – | ﹤0.01% | 140 |
|
|
2022
Q2 | $13K | Sell |
131
-68
| -34% | -$6.75K | ﹤0.01% | 128 |
|
|
2022
Q1 | $24K | Buy |
199
+68
| +52% | +$8.2K | 0.01% | 117 |
|
|
2021
Q4 | $14K | Hold |
131
| – | – | ﹤0.01% | 144 |
|
|
2021
Q3 | $14K | Hold |
131
| – | – | ﹤0.01% | 124 |
|
|
2021
Q2 | $13K | Hold |
131
| – | – | ﹤0.01% | 118 |
|
|
2021
Q1 | $12K | Hold |
131
| – | – | ﹤0.01% | 121 |
|
|
2020
Q4 | $10K | Buy |
+131
| New | +$10K | ﹤0.01% | 122 |
|