Heritage Wealth Management (California)’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,303	Closed	-$153K	–	88
2024 Q1	$153K	Buy	+1,303	New	+$153K	0.12%	78