Prudential Financial shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Prudential Financial
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Quarterly reported holdings in Prudential Financial by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.4M | 28k | 121.10 |
| 2024-06-30 | $3.6M | 31k | 117.19 |
| 2024-03-31 | $3.7M | 32k | 117.40 |
| 2023-12-31 | $3.4M | 33k | 103.71 |
| 2023-09-30 | $3.4M | 35k | 94.89 |
| 2023-06-30 | $3.8M | 43k | 88.22 |
| 2023-03-31 | $3.5M | 42k | 82.74 |
| 2022-12-31 | $3.9M | 39k | 99.45 |
| 2022-09-30 | $3.8M | 45k | 85.78 |
| 2022-06-30 | $3.9M | 41k | 95.69 |
| 2022-03-31 | $4.2M | 35k | 118.18 |
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