Baird Financial Group’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
+1,012
| New | +$277K | ﹤0.01% | 1606 |
|
|
2022
Q3 | – | Sell |
-4,455
| Closed | -$533K | – | 1808 |
|
|
2022
Q2 | $533K | Buy |
4,455
+636
| +17% | +$76.1K | ﹤0.01% | 1323 |
|
|
2022
Q1 | $523K | Sell |
3,819
-75
| -2% | -$10.3K | ﹤0.01% | 1384 |
|
|
2021
Q4 | $597K | Sell |
3,894
-567
| -13% | -$86.9K | ﹤0.01% | 1407 |
|
|
2021
Q3 | $685K | Buy |
+4,461
| New | +$685K | ﹤0.01% | 1351 |
|