Becker Capital Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $398K | Sell |
1,590
-1
| -0.1% | -$258 | 0.01% | 237 |
|
|
2025
Q4 | $411K | Buy |
1,591
+1
| +0.1% | +$261 | 0.01% | 241 |
|
|
2025
Q3 | $441K | Sell |
1,590
-575
| -27% | -$154K | 0.01% | 233 |
|
|
2025
Q2 | $592K | Hold |
2,165
| – | – | 0.02% | 208 |
|
|
2025
Q1 | $616K | Hold |
2,165
| – | – | 0.02% | 199 |
|
|
2024
Q4 | $588K | Hold |
2,165
| – | – | 0.02% | 198 |
|
|
2024
Q3 | $574K | Hold |
2,165
| – | – | 0.02% | 207 |
|
|
2024
Q2 | $512K | Hold |
2,165
| – | – | 0.02% | 203 |
|
|
2024
Q1 | $548K | Sell |
2,165
-1,135
| -34% | -$268K | 0.02% | 202 |
|
|
2023
Q4 | $679K | Hold |
3,300
| – | – | 0.02% | 180 |
|
|
2023
Q3 | $640K | Hold |
3,300
| – | – | 0.03% | 177 |
|
|
2023
Q2 | $653K | Hold |
3,300
| – | – | 0.02% | 186 |
|
|
2023
Q1 | $568K | Hold |
3,300
| – | – | 0.02% | 182 |
|
|
2022
Q4 | $468K | Hold |
3,300
| – | – | 0.02% | 145 |
|
|
2022
Q3 | $407K | Hold |
3,300
| – | – | 0.02% | 155 |
|
|
2022
Q2 | $395K | Hold |
3,300
| – | – | 0.02% | 157 |
|
|
2022
Q1 | $452K | Sell |
3,300
-119
| -3% | -$16.9K | 0.02% | 160 |
|
|
2021
Q4 | $524K | Hold |
3,419
| – | – | 0.02% | 154 |
|
|
2021
Q3 | $525K | Hold |
3,419
| – | – | 0.02% | 155 |
|
|
2021
Q2 | $524K | Hold |
3,419
| – | – | 0.02% | 151 |
|
|
2021
Q1 | $505K | Hold |
3,419
| – | – | 0.02% | 149 |
|
|
2020
Q4 | $458K | Hold |
3,419
| – | – | 0.02% | 144 |
|
|
2020
Q3 | $387K | Hold |
3,419
| – | – | 0.02% | 141 |
|
|
2020
Q2 | $399K | Sell |
3,419
-120
| -3% | -$12.8K | 0.02% | 137 |
|
|
2020
Q1 | $313K | Hold |
3,539
| – | – | 0.02% | 143 |
|
|
2019
Q4 | $462K | Sell |
3,539
-183
| -5% | -$23.6K | 0.02% | 137 |
|
|
2019
Q3 | $474K | Hold |
3,722
| – | – | 0.02% | 129 |
|
|
2019
Q2 | $446K | Hold |
3,722
| – | – | 0.02% | 134 |
|
|
2019
Q1 | $455K | Buy |
3,722
+422
| +13% | +$48.6K | 0.02% | 142 |
|
|
2018
Q4 | $322K | Hold |
3,300
| – | – | 0.01% | 147 |
|
|
2018
Q3 | $398K | Hold |
3,300
| – | – | 0.01% | 144 |
|
|
2018
Q2 | $329K | Hold |
3,300
| – | – | 0.01% | 132 |
|
|
2018
Q1 | $319K | Hold |
3,300
| – | – | 0.01% | 141 |
|
|
2017
Q4 | $335K | Hold |
3,300
| – | – | 0.01% | 131 |
|
|
2017
Q3 | $269K | Sell |
3,300
-75
| -2% | -$5.86K | 0.01% | 134 |
|
|
2017
Q2 | $256K | Hold |
3,375
| – | – | 0.01% | 123 |
|
|
2017
Q1 | $277K | Sell |
3,375
-475
| -12% | -$37K | 0.01% | 119 |
|
|
2016
Q4 | $266K | Hold |
3,850
| – | – | 0.01% | 126 |
|
|
2016
Q3 | $204K | Hold |
3,850
| – | – | 0.01% | 135 |
|
|
2016
Q2 | $220K | Buy |
+3,850
| New | +$200K | 0.01% | 127 |
|
|
2015
Q3 | – | Sell |
-6,200
| Closed | -$283K | – | 139 |
|
|
2015
Q2 | $283K | Sell |
6,200
-4,175
| -40% | -$195K | 0.01% | 122 |
|
|
2015
Q1 | $528K | Sell |
10,375
-23,347
| -69% | -$1.21M | 0.02% | 105 |
|
|
2014
Q4 | $1.83M | Sell |
33,722
-129,277
| -79% | -$6.59M | 0.07% | 85 |
|
|
2014
Q3 | $7.86M | Sell |
162,999
-3,055
| -2% | -$148K | 0.32% | 75 |
|
|
2014
Q2 | $7.95M | Sell |
166,054
-35,720
| -18% | -$1.64M | 0.33% | 75 |
|
|
2014
Q1 | $9.51M | Sell |
201,774
-3,368
| -2% | -$150K | 0.39% | 75 |
|
|
2013
Q4 | $8.8M | Sell |
205,142
-33,511
| -14% | -$1.42M | 0.36% | 78 |
|
|
2013
Q3 | $9.63M | Sell |
238,653
-1,425
| -0.6% | -$56.4K | 0.44% | 73 |
|
|
2013
Q2 | $8.99M | Buy |
+240,078
| New | +$8.29M | 0.45% | 70 |
|
Other funds holding PRI
VPM
VCM
BWA
