Atria Investments’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Buy |
12,650
+2,740
| +28% | +$750K | 0.04% | 522 |
|
|
2025
Q1 | $2.82M | Buy |
9,910
+175
| +2% | +$49.8K | 0.04% | 568 |
|
|
2024
Q4 | $2.64M | Buy |
9,735
+785
| +9% | +$213K | 0.03% | 578 |
|
|
2024
Q3 | $2.37M | Buy |
8,950
+662
| +8% | +$176K | 0.03% | 605 |
|
|
2024
Q2 | $1.96M | Buy |
+8,288
| New | +$1.96M | 0.03% | 652 |
|
|
2020
Q2 | – | Sell |
-6,466
| Closed | -$572K | – | 709 |
|
|
2020
Q1 | $572K | Buy |
6,466
+742
| +13% | +$65.6K | 0.04% | 324 |
|
|
2019
Q4 | $747K | Buy |
5,724
+3,861
| +207% | +$504K | 0.02% | 639 |
|
|
2019
Q3 | $237K | Buy |
+1,863
| New | +$237K | 0.01% | 794 |
|
|
2018
Q4 | – | Sell |
-2,417
| Closed | -$291K | – | 988 |
|
|
2018
Q3 | $291K | Buy |
2,417
+298
| +14% | +$35.9K | 0.01% | 778 |
|
|
2018
Q2 | $211K | Buy |
+2,119
| New | +$211K | 0.01% | 896 |
|