XWM
Xcel Wealth Management’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
18,481
-790
| -4% | -$84.9K | 0.57% | 43 |
|
|
2025
Q1 | $2.15M | Sell |
19,271
-7,458
| -28% | -$833K | 0.67% | 38 |
|
|
2024
Q4 | $3.17M | Sell |
26,729
-1,410
| -5% | -$167K | 0.88% | 29 |
|
|
2024
Q3 | $3.41M | Sell |
28,139
-2,455
| -8% | -$297K | 1% | 28 |
|
|
2024
Q2 | $3.59M | Sell |
30,594
-1,070
| -3% | -$125K | 1.12% | 27 |
|
|
2024
Q1 | $3.72M | Sell |
31,664
-1,571
| -5% | -$184K | 1.16% | 25 |
|
|
2023
Q4 | $3.45M | Sell |
33,235
-2,179
| -6% | -$226K | 1.21% | 22 |
|
|
2023
Q3 | $3.36M | Sell |
35,414
-7,217
| -17% | -$685K | 1.33% | 22 |
|
|
2023
Q2 | $3.76M | Buy |
42,631
+375
| +0.9% | +$33.1K | 1.19% | 23 |
|
|
2023
Q1 | $3.5M | Buy |
42,256
+3,472
| +9% | +$287K | 1.23% | 23 |
|
|
2022
Q4 | $3.86M | Sell |
38,784
-5,935
| -13% | -$590K | 1.52% | 18 |
|
|
2022
Q3 | $3.84M | Buy |
44,719
+3,680
| +9% | +$316K | 1.43% | 20 |
|
|
2022
Q2 | $3.93M | Buy |
41,039
+5,872
| +17% | +$562K | 1.43% | 20 |
|
|
2022
Q1 | $4.16M | Buy |
+35,167
| New | +$4.16M | 1.14% | 24 |
|