B. Riley Wealth 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 | $225K | Buy |
+823
| New | +$225K | 0.01% | 816 |
|
|
2024
Q4 | $233K | Sell |
858
-307
| -26% | -$83.3K | 0.01% | 968 |
|
|
2024
Q3 | $309K | Sell |
1,165
-544
| -32% | -$144K | 0.01% | 936 |
|
|
2024
Q2 | $404K | Sell |
1,709
-939
| -35% | -$222K | 0.01% | 905 |
|
|
2024
Q1 | $514K | Buy |
2,648
+940
| +55% | +$182K | 0.01% | 775 |
|
|
2023
Q4 | $352K | Sell |
1,708
-940
| -35% | -$193K | 0.01% | 981 |
|
|
2023
Q3 | $514K | Buy |
2,648
+490
| +23% | +$95.1K | 0.01% | 775 |
|
|
2023
Q2 | $427K | Sell |
2,158
-1,838
| -46% | -$363K | 0.01% | 935 |
|
|
2023
Q1 | $688K | Buy |
+3,996
| New | +$688K | 0.02% | 686 |
|
|
2022
Q4 | – | Sell |
-2,301
| Closed | -$285K | – | 1572 |
|
|
2022
Q3 | $285K | Buy |
+2,301
| New | +$285K | 0.01% | 1033 |
|
|
2022
Q2 | – | Sell |
-1,974
| Closed | -$271K | – | 1354 |
|
|
2022
Q1 | $271K | Buy |
+1,974
| New | +$271K | 0.01% | 1061 |
|
|
2019
Q4 | – | Sell |
-4,021
| Closed | -$512K | – | 894 |
|
|
2019
Q3 | $512K | Buy |
4,021
+355
| +10% | +$45.2K | 0.05% | 402 |
|
|
2019
Q2 | $441K | Buy |
+3,666
| New | +$441K | 0.05% | 421 |
|
|
2015
Q1 | – | Sell |
-1,469
| Closed | -$80 | – | 1623 |
|
|
2014
Q4 | $80 | Buy |
+1,469
| New | +$80 | ﹤0.01% | 1840 |
|