Coldstream Capital Management’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 | $615K | Buy |
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|
2025
Q1 | $639K | Sell |
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|
2024
Q4 | $615K | Sell |
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|
2024
Q3 | $611K | Buy |
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|
2024
Q2 | $525K | Buy |
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|
2024
Q1 | $559K | Buy |
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|
2023
Q4 | $453K | Sell |
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|
2023
Q3 | $436K | Sell |
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|
2023
Q2 | $449K | Buy |
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|
2023
Q1 | $385K | Buy |
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|
2022
Q4 | $313K | Buy |
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|
2022
Q2 | $262K | Buy |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | $216K | Buy |
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