Capstone Investment Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
+1,450
| New | +$397K | ﹤0.01% | 630 |
|
|
2024
Q2 | – | Sell |
-3,990
| Closed | -$1.01M | – | 1351 |
|
|
2024
Q1 | $1.01M | Buy |
3,990
+2,178
| +120% | +$551K | ﹤0.01% | 534 |
|
|
2023
Q4 | $373K | Buy |
+1,812
| New | +$373K | ﹤0.01% | 623 |
|
|
2023
Q3 | – | Sell |
-1,647
| Closed | -$326K | – | 1256 |
|
|
2023
Q2 | $326K | Buy |
+1,647
| New | +$326K | ﹤0.01% | 554 |
|
|
2017
Q3 | – | Sell |
-3,743
| Closed | -$283K | – | 590 |
|
|
2017
Q2 | $283K | Buy |
+3,743
| New | +$283K | 0.01% | 420 |
|
|
2017
Q1 | – | Sell |
-9,084
| Closed | -$628K | – | 858 |
|
|
2016
Q4 | $628K | Buy |
+9,084
| New | +$628K | 0.02% | 403 |
|