Bogart Wealth LLC’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.29K | Hold |
23
| – | – | ﹤0.01% | 883 |
|
|
2025
Q1 | $6.54K | Hold |
23
| – | – | ﹤0.01% | 844 |
|
|
2024
Q4 | $6.24K | Hold |
23
| – | – | ﹤0.01% | 828 |
|
|
2024
Q3 | $6.1K | Hold |
23
| – | – | ﹤0.01% | 792 |
|
|
2024
Q2 | $5.44K | Hold |
23
| – | – | ﹤0.01% | 770 |
|
|
2024
Q1 | $5.82K | Hold |
23
| – | – | ﹤0.01% | 739 |
|
|
2023
Q4 | $4.73K | Hold |
23
| – | – | ﹤0.01% | 758 |
|
|
2023
Q3 | $4.46K | Hold |
23
| – | – | ﹤0.01% | 737 |
|
|
2023
Q2 | $4.55K | Hold |
23
| – | – | ﹤0.01% | 728 |
|
|
2023
Q1 | $3.96K | Buy |
+23
| New | +$3.96K | ﹤0.01% | 768 |
|