Allworth Financial’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $128K | Buy |
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|
2025
Q2 | $86.2K | Sell |
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|
2025
Q1 | $85.1K | Sell |
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|
2024
Q4 | $97K | Buy |
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|
2024
Q3 | $68.9K | Buy |
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|
2024
Q2 | $63.1K | Sell |
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|
2024
Q1 | $66.5K | Buy |
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|
2023
Q4 | $14.2K | Buy |
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|
2023
Q3 | $8.15K | Buy |
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|
2023
Q2 | $3.96K | Hold |
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|
2023
Q1 | $3.44K | Buy |
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|
2022
Q4 | $1.56K | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Buy |
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