Heritage Wealth 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 | $172K | Hold |
|
|||||
|
2025
Q1 | $179K | Sell |
|
|||||
|
2024
Q4 | $196K | Sell |
|
|||||
|
2024
Q3 | $214K | Buy |
|
|||||
|
2024
Q2 | $188K | Sell |
|
|||||
|
2024
Q1 | $212K | Sell |
|
|||||
|
2023
Q4 | $206K | Buy |
|
|||||
|
2023
Q3 | $132K | Sell |
|
|||||
|
2023
Q2 | $129K | Buy |
|
|||||
|
2023
Q1 | $120K | Buy |
|
|||||
|
2022
Q4 | $145K | Buy |
|
|||||
|
2022
Q3 | $125K | Hold |
|
|||||
|
2022
Q2 | $139K | Buy |
|
|||||
|
2022
Q1 | $172K | Sell |
|
|||||
|
2021
Q4 | $163K | Hold |
|
|||||
|
2021
Q3 | $158K | Buy |
|
|||||
|
2021
Q2 | $154K | Buy |
|
|||||
|
2021
Q1 | $137K | Buy |
|
|||||
|
2020
Q4 | $117K | Buy |
|
|||||
|
2020
Q3 | $92.8K | Buy |
|
|||||
|
2020
Q2 | $89K | Sell |
|
|||||
|
2020
Q1 | $95.9K | Buy |
|
|||||
|
2019
Q4 | $171K | Buy |
|
|||||
|
2019
Q3 | $147K | Buy |
|
|||||
|
2019
Q2 | $10.6K | Buy |
|
|||||
|
2019
Q1 | $5.7K | Sell |
|
|||||
|
2018
Q4 | $26K | Buy |
|
|||||
|
2018
Q3 | $32K | Buy |
|