B. Riley Wealth Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $209K | Sell |
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|
2025
Q2 | $225K | Buy |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $404K | Sell |
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|
2024
Q1 | $514K | Buy |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $514K | Buy |
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|
2023
Q2 | $427K | Sell |
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|
2023
Q1 | $688K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $285K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $271K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $512K | Buy |
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|
2019
Q2 | $441K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $80 | Buy |
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