Avior Wealth Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Hold |
4,588
| – | – | 0.04% | 248 |
|
|
2025
Q1 | $1.31M | Hold |
4,588
| – | – | 0.05% | 226 |
|
|
2024
Q4 | $1.25M | Sell |
4,588
-340
| -7% | -$92.3K | 0.05% | 245 |
|
|
2024
Q3 | $1.31M | Hold |
4,928
| – | – | 0.05% | 233 |
|
|
2024
Q2 | $1.17M | Hold |
4,928
| – | – | 0.05% | 236 |
|
|
2024
Q1 | $1.25M | Hold |
4,928
| – | – | 0.06% | 239 |
|
|
2023
Q4 | $1.01M | Hold |
4,928
| – | – | 0.06% | 207 |
|
|
2023
Q3 | $956K | Hold |
4,928
| – | – | 0.06% | 203 |
|
|
2023
Q2 | $975K | Sell |
4,928
-550
| -10% | -$109K | 0.06% | 204 |
|
|
2023
Q1 | $944K | Buy |
5,478
+13
| +0.2% | +$2.24K | 0.06% | 210 |
|
|
2022
Q4 | $775K | Hold |
5,465
| – | – | 0.06% | 222 |
|
|
2022
Q3 | $674K | Buy |
5,465
+610
| +13% | +$75.2K | 0.06% | 220 |
|
|
2022
Q2 | $581K | Hold |
4,855
| – | – | 0.06% | 230 |
|
|
2022
Q1 | $664K | Sell |
4,855
-949
| -16% | -$130K | 0.06% | 231 |
|
|
2021
Q4 | $889K | Hold |
5,804
| – | – | 0.07% | 218 |
|
|
2021
Q3 | $891K | Hold |
5,804
| – | – | 0.07% | 204 |
|
|
2021
Q2 | $888K | Sell |
5,804
-862
| -13% | -$132K | 0.09% | 199 |
|
|
2021
Q1 | $985K | Hold |
6,666
| – | – | 0.11% | 178 |
|
|
2020
Q4 | $892K | Hold |
6,666
| – | – | 0.11% | 167 |
|
|
2020
Q3 | $754K | Buy |
6,666
+612
| +10% | +$69.2K | 0.11% | 171 |
|
|
2020
Q2 | $705K | Sell |
6,054
-1,876
| -24% | -$218K | 0.11% | 172 |
|
|
2020
Q1 | $701K | Buy |
7,930
+591
| +8% | +$52.2K | 0.14% | 153 |
|
|
2019
Q4 | $958K | Hold |
7,339
| – | – | 0.15% | 137 |
|
|
2019
Q3 | $933K | Hold |
7,339
| – | – | 0.16% | 126 |
|
|
2019
Q2 | $880K | Hold |
7,339
| – | – | 0.16% | 132 |
|
|
2019
Q1 | $896K | Buy |
7,339
+2,905
| +66% | +$355K | 0.19% | 119 |
|
|
2018
Q4 | $433K | Hold |
4,434
| – | – | 0.1% | 187 |
|
|
2018
Q3 | $535K | Hold |
4,434
| – | – | 0.11% | 175 |
|
|
2018
Q2 | $442K | Hold |
4,434
| – | – | 0.1% | 189 |
|
|
2018
Q1 | $428K | Sell |
4,434
-686
| -13% | -$66.2K | 0.1% | 186 |
|
|
2017
Q4 | $520K | Buy |
+5,120
| New | +$520K | 0.12% | 168 |
|