Heritage Wealth 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 | $172K | Hold |
1,602
| – | – | 0.01% | 215 |
|
|
2025
Q1 | $179K | Sell |
1,602
-52
| -3% | -$5.81K | 0.01% | 204 |
|
|
2024
Q4 | $196K | Sell |
1,654
-112
| -6% | -$13.3K | 0.01% | 202 |
|
|
2024
Q3 | $214K | Buy |
1,766
+164
| +10% | +$19.9K | 0.01% | 207 |
|
|
2024
Q2 | $188K | Sell |
1,602
-200
| -11% | -$23.4K | 0.01% | 205 |
|
|
2024
Q1 | $212K | Sell |
1,802
-188
| -9% | -$22.1K | 0.01% | 205 |
|
|
2023
Q4 | $206K | Buy |
1,990
+600
| +43% | +$62.2K | 0.01% | 210 |
|
|
2023
Q3 | $132K | Sell |
1,390
-67
| -5% | -$6.36K | 0.01% | 231 |
|
|
2023
Q2 | $129K | Buy |
1,457
+1
| +0.1% | +$88 | 0.01% | 235 |
|
|
2023
Q1 | $120K | Buy |
1,456
+1
| +0.1% | +$83 | 0.01% | 242 |
|
|
2022
Q4 | $145K | Buy |
1,455
+1
| +0.1% | +$99 | 0.01% | 235 |
|
|
2022
Q3 | $125K | Hold |
1,454
| – | – | 0.01% | 238 |
|
|
2022
Q2 | $139K | Buy |
1,454
+1
| +0.1% | +$96 | 0.01% | 233 |
|
|
2022
Q1 | $172K | Sell |
1,453
-49
| -3% | -$5.8K | 0.01% | 209 |
|
|
2021
Q4 | $163K | Hold |
1,502
| – | – | 0.01% | 218 |
|
|
2021
Q3 | $158K | Buy |
1,502
+1
| +0.1% | +$105 | 0.01% | 215 |
|
|
2021
Q2 | $154K | Buy |
1,501
+1
| +0.1% | +$102 | 0.01% | 221 |
|
|
2021
Q1 | $137K | Buy |
1,500
+1
| +0.1% | +$91 | 0.01% | 232 |
|
|
2020
Q4 | $117K | Buy |
1,499
+37
| +3% | +$2.89K | 0.01% | 243 |
|
|
2020
Q3 | $92.8K | Buy |
1,462
+1
| +0.1% | +$64 | 0.01% | 208 |
|
|
2020
Q2 | $89K | Sell |
1,461
-379
| -21% | -$23.1K | 0.01% | 210 |
|
|
2020
Q1 | $95.9K | Buy |
1,840
+11
| +0.6% | +$574 | 0.02% | 193 |
|
|
2019
Q4 | $171K | Buy |
1,829
+189
| +12% | +$17.7K | 0.02% | 181 |
|
|
2019
Q3 | $147K | Buy |
1,640
+1,535
| +1,462% | +$138K | 0.02% | 179 |
|
|
2019
Q2 | $10.6K | Buy |
105
+43
| +69% | +$4.32K | ﹤0.01% | 389 |
|
|
2019
Q1 | $5.7K | Sell |
62
-261
| -81% | -$24K | ﹤0.01% | 381 |
|
|
2018
Q4 | $26K | Buy |
323
+3
| +0.9% | +$241 | 0.01% | 243 |
|
|
2018
Q3 | $32K | Buy |
+320
| New | +$32K | 0.01% | 234 |
|