Prudential Financial shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Prudential Financial
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Quarterly reported holdings in Prudential Financial by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $166k | 1.6k | 103.74 |
| 2025-06-30 | $172k | 1.6k | 107.44 |
| 2025-03-31 | $179k | 1.6k | 111.68 |
| 2024-12-31 | $196k | 1.7k | 118.53 |
| 2024-09-30 | $214k | 1.8k | 121.10 |
| 2024-06-30 | $188k | 1.6k | 117.19 |
| 2024-03-31 | $118k | 625 | 188.94 |
| 2023-12-31 | $188k | 1.8k | 103.71 |
| 2023-09-30 | $132k | 1.4k | 94.89 |
| 2023-06-30 | $129k | 1.5k | 88.23 |
| 2023-03-31 | $121k | 1.5k | 82.75 |
| 2022-12-31 | $145k | 1.5k | 99.47 |
| 2022-09-30 | $125k | 1.5k | 85.81 |
| 2022-06-30 | $139k | 1.5k | 95.60 |
| 2022-03-31 | $172k | 1.5k | 118.38 |
| 2021-12-31 | $163k | 1.5k | 108.25 |
| 2021-09-30 | $158k | 1.5k | 105.17 |
| 2021-06-30 | $154k | 1.5k | 102.46 |
| 2021-03-31 | $137k | 1.5k | 91.11 |
| 2020-12-31 | $117k | 1.5k | 78.05 |
| 2020-09-30 | $93k | 1.5k | 63.50 |
| 2020-06-30 | $88k | 99k | 0.89 |
| 2020-03-31 | $96k | 1.8k | 52.14 |
| 2019-12-31 | $171k | 1.8k | 93.73 |
| 2019-09-30 | $147k | 1.6k | 89.63 |
| 2019-06-30 | $11k | 105 | 100.55 |
| 2019-03-31 | $5.7k | 62 | 91.87 |
| 2018-12-31 | $26k | 323 | 80.50 |
| 2018-09-30 | $32k | 320 | 100.00 |