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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $925K | Buy |
3,692
+2,177
| +144% | +$561K | ﹤0.01% | 1664 |
|
|
2025
Q4 | $391K | Sell |
1,515
-587
| -28% | -$153K | ﹤0.01% | 2051 |
|
|
2025
Q3 | $583K | Buy |
2,102
+690
| +49% | +$185K | ﹤0.01% | 1716 |
|
|
2025
Q2 | $386K | Sell |
1,412
-806
| -36% | -$214K | ﹤0.01% | 1893 |
|
|
2025
Q1 | $631K | Buy |
2,218
+665
| +43% | +$189K | ﹤0.01% | 1514 |
|
|
2024
Q4 | $422K | Buy |
1,553
+140
| +10% | +$39.7K | ﹤0.01% | 1696 |
|
|
2024
Q3 | $375K | Buy |
1,413
+183
| +15% | +$46.2K | ﹤0.01% | 1755 |
|
|
2024
Q2 | $291K | Buy |
1,230
+71
| +6% | +$16.1K | ﹤0.01% | 1832 |
|
|
2024
Q1 | $293K | Sell |
1,159
-1,796
| -61% | -$425K | ﹤0.01% | 1787 |
|
|
2023
Q4 | $608K | Buy |
2,955
+148
| +5% | +$30.2K | ﹤0.01% | 1603 |
|
|
2023
Q3 | $545K | Buy |
2,807
+75
| +3% | +$15.4K | ﹤0.01% | 1601 |
|
|
2023
Q2 | $540K | Buy |
2,732
+32
| +1% | +$5.88K | ﹤0.01% | 1579 |
|
|
2023
Q1 | $465K | Sell |
2,700
-85
| -3% | -$13.9K | ﹤0.01% | 1448 |
|
|
2022
Q4 | $395K | Buy |
2,785
+25
| +0.9% | +$3.48K | ﹤0.01% | 1460 |
|
|
2022
Q3 | $341K | Buy |
2,760
+86
| +3% | +$10.9K | ﹤0.01% | 1461 |
|
|
2022
Q2 | $320K | Buy |
2,674
+243
| +10% | +$30.6K | ﹤0.01% | 1382 |
|
|
2022
Q1 | $333K | Buy |
2,431
+395
| +19% | +$56.1K | ﹤0.01% | 1381 |
|
|
2021
Q4 | $312K | Buy |
2,036
+9
| +0.4% | +$1.43K | ﹤0.01% | 1366 |
|
|
2021
Q3 | $311K | Buy |
2,027
+1,048
| +107% | +$156K | ﹤0.01% | 1278 |
|
|
2021
Q2 | $150K | Buy |
979
+207
| +27% | +$32.7K | ﹤0.01% | 1732 |
|
|
2021
Q1 | $114K | Buy |
772
+692
| +865% | +$99.2K | ﹤0.01% | 1866 |
|
|
2020
Q4 | $11K | Sell |
80
-24
| -23% | -$3.02K | ﹤0.01% | 2532 |
|
|
2020
Q3 | $12K | Buy |
+104
| New | +$12.6K | ﹤0.01% | 2211 |
|
|
2018
Q3 | – | Sell |
-3
| Closed | – | – | 1672 |
|
|
2018
Q2 | $0 | Buy |
+3
| New | +$294 | ﹤0.01% | 1588 |
|
Other funds holding PRI
VPM
VCM
BWA
