Aptus Capital Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.2M | Buy |
44,693
+3,914
| +10% | +$1.07M | 0.1% | 159 |
|
2025
Q1 | $11.6M | Buy |
40,779
+4,752
| +13% | +$1.35M | 0.12% | 156 |
|
2024
Q4 | $9.78M | Buy |
36,027
+6,682
| +23% | +$1.81M | 0.1% | 158 |
|
2024
Q3 | $7.78M | Buy |
29,345
+3,950
| +16% | +$1.05M | 0.12% | 161 |
|
2024
Q2 | $6.01M | Buy |
25,395
+5,023
| +25% | +$1.19M | 0.11% | 160 |
|
2024
Q1 | $5.15M | Buy |
20,372
+2,139
| +12% | +$541K | 0.1% | 172 |
|
2023
Q4 | $3.75M | Sell |
18,233
-208
| -1% | -$42.8K | 0.1% | 160 |
|
2023
Q3 | $3.58M | Sell |
18,441
-3,737
| -17% | -$725K | 0.1% | 160 |
|
2023
Q2 | $4.39M | Buy |
22,178
+4,095
| +23% | +$810K | 0.11% | 143 |
|
2023
Q1 | $3.11M | Buy |
18,083
+3,836
| +27% | +$661K | 0.08% | 174 |
|
2022
Q4 | $2.02M | Buy |
14,247
+1,519
| +12% | +$215K | 0.06% | 207 |
|
2022
Q3 | $1.57M | Buy |
12,728
+735
| +6% | +$90.7K | 0.04% | 218 |
|
2022
Q2 | $1.44M | Buy |
11,993
+441
| +4% | +$52.8K | 0.04% | 209 |
|
2022
Q1 | $1.58M | Buy |
11,552
+735
| +7% | +$101K | 0.04% | 212 |
|
2021
Q4 | $1.66M | Buy |
10,817
+2,058
| +23% | +$315K | 0.05% | 214 |
|
2021
Q3 | $1.35M | Buy |
8,759
+1,568
| +22% | +$241K | 0.03% | 200 |
|
2021
Q2 | $1.1M | Buy |
7,191
+1,078
| +18% | +$165K | 0.03% | 205 |
|
2021
Q1 | $904K | Buy |
6,113
+1,176
| +24% | +$174K | 0.03% | 202 |
|
2020
Q4 | $661K | Buy |
4,937
+784
| +19% | +$105K | 0.03% | 202 |
|
2020
Q3 | $470K | Sell |
4,153
-98
| -2% | -$11.1K | 0.02% | 209 |
|
2020
Q2 | $496K | Buy |
+4,251
| New | +$496K | 0.03% | 178 |
|