Atlas 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 | $180K | Hold |
659
| – | – | 0.02% | 427 |
|
|
2025
Q1 | $188K | Hold |
659
| – | – | 0.02% | 415 |
|
|
2024
Q4 | $179K | Hold |
659
| – | – | 0.02% | 412 |
|
|
2024
Q3 | $175K | Buy |
659
+186
| +39% | +$49.3K | 0.03% | 399 |
|
|
2024
Q2 | $112K | Sell |
473
-186
| -28% | -$44K | 0.01% | 482 |
|
|
2024
Q1 | $167K | Hold |
659
| – | – | 0.03% | 397 |
|
|
2023
Q4 | $136K | Hold |
659
| – | – | 0.02% | 444 |
|
|
2023
Q3 | $128K | Hold |
659
| – | – | 0.02% | 417 |
|
|
2023
Q2 | $130K | Hold |
659
| – | – | 0.02% | 434 |
|
|
2023
Q1 | $114K | Buy |
+659
| New | +$114K | 0.02% | 447 |
|
|
2021
Q1 | – | Sell |
-3,460
| Closed | -$463K | – | 821 |
|
|
2020
Q4 | $463K | Buy |
+3,460
| New | +$463K | 0.1% | 191 |
|