A detailed history of Xcel Wealth Management, LLC transactions in Prudential Financial Inc stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 28,139 shares of PRU stock, worth $3.64 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
28,139
Previous 30,594 8.02%
Holding current value
$3.64 Million
Previous $3.59 Million 4.97%
% of portfolio
1.01%
Previous 1.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$105.53 - $127.32 $259,076 - $312,570
-2,455 Reduced 8.02%
28,139 $3.41 Million
Q2 2024

Jul 23, 2024

SELL
$107.35 - $121.31 $114,864 - $129,801
-1,070 Reduced 3.38%
30,594 $3.59 Million
Q1 2024

Apr 22, 2024

SELL
$101.84 - $117.4 $159,990 - $184,435
-1,571 Reduced 4.73%
31,664 $3.72 Million
Q4 2023

Jan 29, 2024

SELL
$88.61 - $105.21 $193,081 - $229,252
-2,179 Reduced 6.15%
33,235 $3.45 Million
Q3 2023

Oct 17, 2023

SELL
$88.66 - $99.14 $639,859 - $715,493
-7,217 Reduced 16.93%
35,414 $3.36 Million
Q2 2023

Jul 26, 2023

BUY
$78.04 - $88.22 $29,265 - $33,082
375 Added 0.89%
42,631 $3.76 Million
Q1 2023

Apr 25, 2023

BUY
$77.23 - $104.94 $268,142 - $364,351
3,472 Added 8.95%
42,256 $3.5 Million
Q4 2022

Jan 19, 2023

SELL
$89.19 - $110.21 $529,342 - $654,096
-5,935 Reduced 13.27%
38,784 $3.86 Million
Q3 2022

Oct 20, 2022

BUY
$21.01 - $99.99 $77,316 - $367,963
3,680 Added 8.97%
44,719 $3.84 Million
Q2 2022

Jul 26, 2022

BUY
$91.33 - $121.06 $536,289 - $710,864
5,872 Added 16.7%
41,039 $3.93 Million
Q1 2022

Apr 29, 2022

BUY
$102.05 - $121.38 $3.59 Million - $4.27 Million
35,167 New
35,167 $4.16 Million

Others Institutions Holding PRU

About PRUDENTIAL FINANCIAL INC


  • Ticker PRU
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Life
  • Shares Outstandng 372,000,000
  • Market Cap $48.2B
  • Description
  • Prudential Financial, Inc., together with its subsidiaries, provides insurance, investment management, and other financial products and services in the United States and internationally. It operates through eight segments: PGIM, Retirement, Group Insurance, Individual Annuities, Individual Life, Assurance IQ, International Businesses, and Closed...
More about PRU
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