Xcel Wealth Management’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 | $1.99M | Sell |
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|
2025
Q1 | $2.15M | Sell |
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|
2024
Q4 | $3.17M | Sell |
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|
2024
Q3 | $3.41M | Sell |
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|
2024
Q2 | $3.59M | Sell |
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|
2024
Q1 | $3.72M | Sell |
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|
2023
Q4 | $3.45M | Sell |
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|
2023
Q3 | $3.36M | Sell |
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|
2023
Q2 | $3.76M | Buy |
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|
2023
Q1 | $3.5M | Buy |
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|
2022
Q4 | $3.86M | Sell |
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|
2022
Q3 | $3.84M | Buy |
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|
2022
Q2 | $3.93M | Buy |
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|
2022
Q1 | $4.16M | Buy |
|