Allworth Financial’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.2K | Sell |
315
-8
| -2% | -$2.19K | ﹤0.01% | 1618 |
|
|
2025
Q1 | $85.1K | Sell |
323
-8
| -2% | -$2.11K | ﹤0.01% | 1304 |
|
|
2024
Q4 | $97K | Buy |
331
+71
| +27% | +$20.8K | ﹤0.01% | 1275 |
|
|
2024
Q3 | $68.9K | Buy |
260
+6
| +2% | +$1.59K | ﹤0.01% | 1252 |
|
|
2024
Q2 | $63.1K | Sell |
254
-9
| -3% | -$2.24K | ﹤0.01% | 1273 |
|
|
2024
Q1 | $66.5K | Buy |
263
+194
| +281% | +$49.1K | ﹤0.01% | 1181 |
|
|
2023
Q4 | $14.2K | Buy |
69
+27
| +64% | +$5.56K | ﹤0.01% | 1836 |
|
|
2023
Q3 | $8.15K | Buy |
42
+22
| +110% | +$4.27K | ﹤0.01% | 1914 |
|
|
2023
Q2 | $3.96K | Hold |
20
| – | – | ﹤0.01% | 2207 |
|
|
2023
Q1 | $3.45K | Buy |
20
+9
| +82% | +$1.55K | ﹤0.01% | 2189 |
|
|
2022
Q4 | $1.56K | Buy |
11
+1
| +10% | +$142 | ﹤0.01% | 2325 |
|
|
2022
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2465 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 2716 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2318 |
|