Ballentine Partners’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
915
| – | – | ﹤0.01% | 773 |
|
|
2025
Q1 | $260K | Buy |
915
+16
| +2% | +$4.55K | ﹤0.01% | 679 |
|
|
2024
Q4 | $244K | Buy |
899
+88
| +11% | +$23.9K | ﹤0.01% | 696 |
|
|
2024
Q3 | $215K | Buy |
+811
| New | +$215K | ﹤0.01% | 725 |
|
|
2024
Q2 | – | Sell |
-818
| Closed | -$207K | – | 790 |
|
|
2024
Q1 | $207K | Buy |
+818
| New | +$207K | ﹤0.01% | 665 |
|