CAPTRUST Financial Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
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|
2025
Q1 | $631K | Buy |
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|
2024
Q4 | $422K | Buy |
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|
2024
Q3 | $375K | Buy |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $293K | Sell |
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|
2023
Q4 | $608K | Buy |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $540K | Buy |
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|
2023
Q1 | $465K | Sell |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $341K | Buy |
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|
2022
Q2 | $320K | Buy |
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|
2022
Q1 | $333K | Buy |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $311K | Buy |
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|
2021
Q2 | $150K | Buy |
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|
2021
Q1 | $114K | Buy |
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|
2020
Q4 | $11K | Sell |
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|
2020
Q3 | $12K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $0 | Buy |
|