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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-437
| Closed | -$47.2K | – | 498 |
|
|
2026
Q2 | $47.2K | Hold |
437
| – | – | ﹤0.01% | 343 |
|
|
2026
Q1 | $42.7K | Sell |
437
-1,165
| -73% | -$121K | ﹤0.01% | 352 |
|
|
2025
Q4 | $181K | Hold |
1,602
| – | – | 0.01% | 227 |
|
|
2025
Q3 | $166K | Hold |
1,602
| – | – | 0.01% | 214 |
|
|
2025
Q2 | $172K | Hold |
1,602
| – | – | 0.01% | 215 |
|
|
2025
Q1 | $179K | Sell |
1,602
-52
| -3% | -$5.92K | 0.01% | 204 |
|
|
2024
Q4 | $196K | Sell |
1,654
-112
| -6% | -$13.8K | 0.01% | 202 |
|
|
2024
Q3 | $214K | Buy |
1,766
+164
| +10% | +$19.4K | 0.01% | 207 |
|
|
2024
Q2 | $188K | Sell |
1,602
-200
| -11% | -$23.1K | 0.01% | 205 |
|
|
2024
Q1 | $212K | Sell |
1,802
-188
| -9% | -$20.3K | 0.01% | 205 |
|
|
2023
Q4 | $206K | Buy |
1,990
+600
| +43% | +$57.6K | 0.01% | 210 |
|
|
2023
Q3 | $132K | Sell |
1,390
-67
| -5% | -$6.34K | 0.01% | 231 |
|
|
2023
Q2 | $129K | Buy |
1,457
+1
| +0.1% | +$84 | 0.01% | 235 |
|
|
2023
Q1 | $120K | Buy |
1,456
+1
| +0.1% | +$95 | 0.01% | 242 |
|
|
2022
Q4 | $145K | Buy |
1,455
+1
| +0.1% | +$101 | 0.01% | 235 |
|
|
2022
Q3 | $125K | Hold |
1,454
| – | – | 0.01% | 238 |
|
|
2022
Q2 | $139K | Buy |
1,454
+1
| +0.1% | +$106 | 0.01% | 233 |
|
|
2022
Q1 | $172K | Sell |
1,453
-49
| -3% | -$5.57K | 0.01% | 209 |
|
|
2021
Q4 | $163K | Hold |
1,502
| – | – | 0.01% | 218 |
|
|
2021
Q3 | $158K | Buy |
1,502
+1
| +0.1% | +$103 | 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% | +$86 | 0.01% | 232 |
|
|
2020
Q4 | $117K | Buy |
1,499
+37
| +3% | +$2.67K | 0.01% | 243 |
|
|
2020
Q3 | $92.8K | Buy |
1,462
+1
| +0.1% | +$66 | 0.01% | 208 |
|
|
2020
Q2 | $89K | Sell |
1,461
-379
| -21% | -$22.3K | 0.01% | 210 |
|
|
2020
Q1 | $95.9K | Buy |
1,840
+11
| +0.6% | +$874 | 0.02% | 193 |
|
|
2019
Q4 | $171K | Buy |
1,829
+189
| +12% | +$17.4K | 0.02% | 181 |
|
|
2019
Q3 | $147K | Buy |
1,640
+1,535
| +1,462% | +$139K | 0.02% | 179 |
|
|
2019
Q2 | $10.6K | Buy |
105
+43
| +69% | +$4.29K | ﹤0.01% | 389 |
|
|
2019
Q1 | $5.7K | Sell |
62
-261
| -81% | -$24.1K | ﹤0.01% | 381 |
|
|
2018
Q4 | $26K | Buy |
323
+3
| +0.9% | +$276 | 0.01% | 243 |
|
|
2018
Q3 | $32K | Buy |
+320
| New | +$31.5K | 0.01% | 234 |
|
Other funds holding PRU
Heritage Wealth Advisors's PRU Position: Q3 2026 in Review
Heritage Wealth Advisors sold out of Prudential Financial (PRU) in Q3 2026, closing a stake of 437 shares — an estimated $47.2K sold.
Heritage Wealth Advisors first reported a position in PRU in Q3 2018 and held it in 32 quarters. The position peaked at $214K in Q3 2024. 953 funds tracked by Wall St. Rank hold PRU as of Q3 2026.
- Heritage Wealth Advisors reported no remaining Prudential Financial position as of Q3 2026 after selling out during the quarter.
- Heritage Wealth Advisors sold 437 Prudential Financial shares in Q3 2026, an estimated $47.2K.
- Heritage Wealth Advisors first reported a position in Prudential Financial in Q3 2018 and held it in 32 quarters.
- Heritage Wealth Advisors's Prudential Financial position peaked at $214K in Q3 2024.
- 953 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.
Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.