Advisornet Financial’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-30
| Closed | -$7.75K | – | 2340 |
|
|
2025
Q4 | $7.75K | Sell |
30
-154
| -84% | -$40.2K | ﹤0.01% | 1625 |
|
|
2025
Q3 | $51.1K | Buy |
184
+36
| +24% | +$9.66K | ﹤0.01% | 1019 |
|
|
2025
Q2 | $40.5K | Buy |
148
+77
| +108% | +$20.4K | ﹤0.01% | 1066 |
|
|
2025
Q1 | $20.2K | Buy |
+71
| New | +$20.2K | ﹤0.01% | 1185 |
|
|
2024
Q4 | – | Sell |
-5
| Closed | -$1.33K | – | 2206 |
|
|
2024
Q3 | $1.33K | Hold |
5
| – | – | ﹤0.01% | 1864 |
|
|
2024
Q2 | $1.18K | Hold |
5
| – | – | ﹤0.01% | 1766 |
|
|
2024
Q1 | $1.26K | Buy |
+5
| New | +$1.18K | ﹤0.01% | 1702 |
|
|
2023
Q2 | – | Sell |
-13
| Closed | -$2.24K | – | 2471 |
|
|
2023
Q1 | $2.24K | Buy |
13
+2
| +18% | +$328 | ﹤0.01% | 1674 |
|
|
2022
Q4 | $1.56K | Buy |
+11
| New | +$1.53K | ﹤0.01% | 1720 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$1K | – | 2171 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$793 | ﹤0.01% | 1960 |
|
|
2021
Q3 | – | Sell |
-433
| Closed | -$66K | – | 1984 |
|
|
2021
Q2 | $66K | Hold |
433
| – | – | ﹤0.01% | 906 |
|
|
2021
Q1 | $64K | Hold |
433
| – | – | ﹤0.01% | 873 |
|
|
2020
Q4 | $58K | Hold |
433
| – | – | ﹤0.01% | 836 |
|
|
2020
Q3 | $49K | Hold |
433
| – | – | ﹤0.01% | 854 |
|
|
2020
Q2 | $50K | Hold |
433
| – | – | ﹤0.01% | 859 |
|
|
2020
Q1 | $38K | Hold |
433
| – | – | ﹤0.01% | 886 |
|
|
2019
Q4 | $57K | Hold |
433
| – | – | ﹤0.01% | 852 |
|
|
2019
Q3 | $55K | Hold |
433
| – | – | 0.01% | 866 |
|
|
2019
Q2 | $52K | Hold |
433
| – | – | 0.01% | 795 |
|
|
2019
Q1 | $53K | Hold |
433
| – | – | 0.01% | 720 |
|
|
2018
Q4 | $42K | Sell |
433
-74
| -15% | -$8.23K | 0.01% | 726 |
|
|
2018
Q3 | $61K | Sell |
507
-15
| -3% | -$1.74K | 0.01% | 671 |
|
|
2018
Q2 | $52K | Sell |
522
-542
| -51% | -$53K | 0.01% | 687 |
|
|
2018
Q1 | $103K | Hold |
1,064
| – | – | 0.01% | 524 |
|
|
2017
Q4 | $108K | Buy |
+1,064
| New | +$101K | 0.02% | 464 |
|
Other funds holding PRI
VPM
VCM
BWA
