Capital Advisors Ltd’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Hold |
34
| – | – | ﹤0.01% | 825 |
|
|
2025
Q1 | $10K | Hold |
34
| – | – | ﹤0.01% | 775 |
|
|
2024
Q4 | $9K | Hold |
34
| – | – | ﹤0.01% | 819 |
|
|
2024
Q3 | $9K | Hold |
34
| – | – | ﹤0.01% | 800 |
|
|
2024
Q2 | $8K | Buy |
34
+17
| +100% | +$4K | ﹤0.01% | 807 |
|
|
2024
Q1 | $4K | Hold |
17
| – | – | ﹤0.01% | 928 |
|
|
2023
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 958 |
|
|
2023
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 950 |
|
|
2023
Q2 | $3K | Buy |
17
+2
| +13% | +$353 | ﹤0.01% | 954 |
|
|
2023
Q1 | $3K | Sell |
15
-1
| -6% | -$200 | ﹤0.01% | 832 |
|
|
2022
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 890 |
|
|
2022
Q3 | $2K | Buy |
16
+15
| +1,500% | +$1.88K | ﹤0.01% | 890 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1253 |
|