Atria Wealth Solutions’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
1,259
+82
| +7% | +$22.4K | 0.01% | 1084 |
|
|
2025
Q1 | $335K | Buy |
1,177
+29
| +3% | +$8.25K | ﹤0.01% | 1399 |
|
|
2024
Q4 | $312K | Buy |
1,148
+338
| +42% | +$91.8K | ﹤0.01% | 1503 |
|
|
2024
Q3 | $215K | Buy |
+810
| New | +$215K | ﹤0.01% | 1726 |
|
|
2024
Q2 | – | Sell |
-795
| Closed | -$201K | – | 2009 |
|
|
2024
Q1 | $201K | Sell |
795
-614
| -44% | -$155K | ﹤0.01% | 1815 |
|
|
2023
Q4 | $290K | Buy |
1,409
+130
| +10% | +$26.8K | ﹤0.01% | 1516 |
|
|
2023
Q3 | $248K | Buy |
+1,279
| New | +$248K | ﹤0.01% | 1533 |
|