Cerity Partners’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
4,309
-892
| -17% | -$244K | ﹤0.01% | 1442 |
|
|
2025
Q1 | $1.48M | Buy |
5,201
+927
| +22% | +$264K | ﹤0.01% | 1249 |
|
|
2024
Q4 | $1.14M | Buy |
4,274
+565
| +15% | +$151K | ﹤0.01% | 1354 |
|
|
2024
Q3 | $983K | Buy |
+3,709
| New | +$983K | ﹤0.01% | 1400 |
|
|
2024
Q2 | – | Sell |
-3,639
| Closed | -$921K | – | 2371 |
|
|
2024
Q1 | $921K | Buy |
+3,639
| New | +$921K | ﹤0.01% | 1318 |
|