BOK Financial’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 | $50.1K | Hold |
200
| – | – | ﹤0.01% | 826 |
|
|
2025
Q4 | $51.7K | Hold |
200
| – | – | ﹤0.01% | 841 |
|
|
2025
Q3 | $55.5K | Hold |
200
| – | – | ﹤0.01% | 831 |
|
|
2025
Q2 | $54.7K | Hold |
200
| – | – | ﹤0.01% | 818 |
|
|
2025
Q1 | $56.9K | Sell |
200
-50
| -20% | -$14.2K | ﹤0.01% | 815 |
|
|
2024
Q4 | $67.9K | Hold |
250
| – | – | ﹤0.01% | 787 |
|
|
2024
Q3 | $67.1K | Hold |
250
| – | – | ﹤0.01% | 789 |
|
|
2024
Q2 | $59.1K | Hold |
250
| – | – | ﹤0.01% | 848 |
|
|
2024
Q1 | $63K | Sell |
250
-50
| -17% | -$11.8K | ﹤0.01% | 823 |
|
|
2023
Q4 | $61.7K | Sell |
300
-50
| -14% | -$10.2K | ﹤0.01% | 780 |
|
|
2023
Q3 | $66.9K | Hold |
350
| – | – | ﹤0.01% | 745 |
|
|
2023
Q2 | $69.2K | Sell |
350
-50
| -13% | -$9.18K | ﹤0.01% | 769 |
|
|
2023
Q1 | $68.9K | Sell |
400
-4,778
| -92% | -$783K | ﹤0.01% | 804 |
|
|
2022
Q4 | $734K | Sell |
5,178
-56
| -1% | -$7.8K | 0.01% | 593 |
|
|
2022
Q3 | $646K | Hold |
5,234
| – | – | 0.01% | 606 |
|
|
2022
Q2 | $626K | Sell |
5,234
-65
| -1% | -$8.18K | 0.01% | 636 |
|
|
2022
Q1 | $725K | Sell |
5,299
-219
| -4% | -$31.1K | 0.01% | 656 |
|
|
2021
Q4 | $845K | Hold |
5,518
| – | – | 0.01% | 624 |
|
|
2021
Q3 | $847K | Buy |
+5,518
| New | +$821K | 0.01% | 616 |
|
|
2021
Q1 | $831K | Sell |
5,623
-100
| -2% | -$14.3K | 0.02% | 595 |
|
|
2020
Q4 | $766K | Sell |
5,723
-137
| -2% | -$17.2K | 0.01% | 581 |
|
|
2020
Q3 | $663K | Sell |
5,860
-523
| -8% | -$63.5K | 0.01% | 552 |
|
|
2020
Q2 | $744K | Sell |
6,383
-1,245
| -16% | -$132K | 0.02% | 522 |
|
|
2020
Q1 | $675K | Sell |
7,628
-145
| -2% | -$16.6K | 0.02% | 503 |
|
|
2019
Q4 | $1.01M | Sell |
7,773
-131
| -2% | -$16.9K | 0.02% | 509 |
|
|
2019
Q3 | $1M | Hold |
7,904
| – | – | 0.02% | 495 |
|
|
2019
Q2 | $948K | Sell |
7,904
-1,319
| -14% | -$163K | 0.02% | 505 |
|
|
2019
Q1 | $1.13M | Buy |
9,223
+8
| +0.1% | +$922 | 0.03% | 455 |
|
|
2018
Q4 | $900K | Buy |
9,215
+1,999
| +28% | +$222K | 0.03% | 480 |
|
|
2018
Q3 | $870K | Buy |
7,216
+341
| +5% | +$39.5K | 0.02% | 523 |
|
|
2018
Q2 | $685K | Sell |
6,875
-174
| -2% | -$17K | 0.02% | 576 |
|
|
2018
Q1 | $680K | Buy |
7,049
+238
| +3% | +$23.9K | 0.02% | 557 |
|
|
2017
Q4 | $692K | Sell |
6,811
-3,680
| -35% | -$351K | 0.02% | 578 |
|
|
2017
Q3 | $856K | Sell |
10,491
-116
| -1% | -$9.06K | 0.02% | 529 |
|
|
2017
Q2 | $803K | Buy |
10,607
+3,659
| +53% | +$287K | 0.03% | 523 |
|
|
2017
Q1 | $571K | Sell |
6,948
-129
| -2% | -$10.1K | 0.02% | 628 |
|
|
2016
Q4 | $489K | Sell |
7,077
-3,362
| -32% | -$214K | 0.02% | 638 |
|
|
2016
Q3 | $553K | Buy |
10,439
+612
| +6% | +$33.8K | 0.02% | 612 |
|
|
2016
Q2 | $563K | Buy |
9,827
+155
| +2% | +$8.04K | 0.02% | 562 |
|
|
2016
Q1 | $431K | Sell |
9,672
-368
| -4% | -$15.9K | 0.02% | 611 |
|
|
2015
Q4 | $474K | Buy |
10,040
+1,617
| +19% | +$79.1K | 0.02% | 587 |
|
|
2015
Q3 | $380K | Buy |
8,423
+1,735
| +26% | +$76K | 0.01% | 625 |
|
|
2015
Q2 | $306K | Sell |
6,688
-161
| -2% | -$7.52K | 0.01% | 693 |
|
|
2015
Q1 | $349K | Buy |
+6,849
| New | +$356K | 0.01% | 635 |
|
|
2014
Q4 | – | Sell |
-7,082
| Closed | -$341K | – | 770 |
|
|
2014
Q3 | $341K | Buy |
7,082
+866
| +14% | +$41.8K | 0.01% | 663 |
|
|
2014
Q2 | $297K | Buy |
+6,216
| New | +$285K | 0.01% | 775 |
|
Other funds holding PRI
VPM
VCM
BWA
