Callan Family Office’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.15M | Buy |
33,447
+30,220
| +936% | +$8.27M | 0.29% | 69 |
|
|
2025
Q1 | $918K | Sell |
3,227
-1,797
| -36% | -$511K | 0.07% | 227 |
|
|
2024
Q4 | $1.36M | Buy |
5,024
+3,680
| +274% | +$999K | 0.09% | 195 |
|
|
2024
Q3 | $356K | Buy |
1,344
+224
| +20% | +$59.4K | 0.06% | 127 |
|
|
2024
Q2 | $265K | Buy |
+1,120
| New | +$265K | 0.05% | 130 |
|