BTC 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 | $701K | Buy |
2,797
+337
| +14% | +$86.9K | 0.05% | 159 |
|
|
2025
Q4 | $636K | Buy |
2,460
+101
| +4% | +$26.3K | 0.04% | 156 |
|
|
2025
Q3 | $655K | Buy |
2,359
+199
| +9% | +$53.4K | 0.05% | 157 |
|
|
2025
Q2 | $589K | Buy |
2,160
+82
| +4% | +$21.7K | 0.05% | 155 |
|
|
2025
Q1 | $591K | Sell |
2,078
-87
| -4% | -$24.8K | 0.05% | 146 |
|
|
2024
Q4 | $588K | Buy |
2,165
+4
| +0.2% | +$1.13K | 0.05% | 151 |
|
|
2024
Q3 | $573K | Sell |
2,161
-32
| -1% | -$8.08K | 0.05% | 160 |
|
|
2024
Q2 | $519K | Sell |
2,193
-87
| -4% | -$19.7K | 0.05% | 157 |
|
|
2024
Q1 | $577K | Buy |
+2,280
| New | +$539K | 0.05% | 160 |
|
|
2023
Q3 | $435K | Sell |
2,244
-202
| -8% | -$41.4K | 0.05% | 168 |
|
|
2023
Q2 | $484K | Buy |
2,446
+711
| +41% | +$131K | 0.05% | 164 |
|
|
2023
Q1 | $298K | Sell |
1,735
-1,051
| -38% | -$172K | 0.03% | 192 |
|
|
2022
Q4 | $395K | Sell |
2,786
-201
| -7% | -$28K | 0.05% | 178 |
|
|
2022
Q3 | $369K | Buy |
2,987
+118
| +4% | +$15K | 0.05% | 183 |
|
|
2022
Q2 | $344K | Sell |
2,869
-106
| -4% | -$13.3K | 0.04% | 194 |
|
|
2022
Q1 | $408K | Buy |
2,975
+105
| +4% | +$14.9K | 0.04% | 200 |
|
|
2021
Q4 | $438K | Buy |
+2,870
| New | +$455K | 0.04% | 196 |
|
|
2021
Q2 | – | Sell |
-1,663
| Closed | -$246K | – | 232 |
|
|
2021
Q1 | $246K | Sell |
1,663
-2,095
| -56% | -$300K | 0.03% | 208 |
|
|
2020
Q4 | $503K | Sell |
3,758
-202
| -5% | -$25.4K | 0.06% | 158 |
|
|
2020
Q3 | $448K | Sell |
3,960
-13
| -0.3% | -$1.58K | 0.06% | 142 |
|
|
2020
Q2 | $465K | Buy |
+3,973
| New | +$423K | 0.07% | 134 |
|
|
2020
Q1 | – | Sell |
-1,837
| Closed | -$239K | – | 181 |
|
|
2019
Q4 | $239K | Sell |
1,837
-108
| -6% | -$13.9K | 0.03% | 172 |
|
|
2019
Q3 | $249K | Sell |
1,945
-22
| -1% | -$2.65K | 0.04% | 164 |
|
|
2019
Q2 | $236K | Buy |
+1,967
| New | +$244K | 0.04% | 172 |
|
Other funds holding PRI
VPM
VCM
BWA
