Concourse Financial Group Securities’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 6172 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6869 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6861 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6875 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6873 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6803 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$593 | – | 6646 |
|
|
2023
Q2 | $593 | Buy |
+3
| New | +$593 | ﹤0.01% | 2207 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6258 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6263 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6085 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6036 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5920 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5895 |
|
|
2021
Q3 | – | Sell |
-15
| Closed | -$2K | – | 5732 |
|
|
2021
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 2207 |
|
|
2021
Q1 | $2K | Sell |
15
-46
| -75% | -$6.13K | ﹤0.01% | 2150 |
|
|
2020
Q4 | $8K | Buy |
61
+6
| +11% | +$787 | ﹤0.01% | 1754 |
|
|
2020
Q3 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 1734 |
|
|
2020
Q2 | – | Sell |
-16
| Closed | -$1K | – | 4903 |
|
|
2020
Q1 | $1K | Sell |
16
-13
| -45% | -$813 | ﹤0.01% | 2071 |
|
|
2019
Q4 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 1706 |
|
|
2019
Q3 | – | Sell |
-29
| Closed | -$3K | – | 4609 |
|
|
2019
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 1906 |
|
|
2019
Q1 | $3K | Sell |
29
-83
| -74% | -$8.59K | ﹤0.01% | 1937 |
|
|
2018
Q4 | $10K | Sell |
112
-13
| -10% | -$1.16K | ﹤0.01% | 1431 |
|
|
2018
Q3 | $15K | Buy |
+125
| New | +$15K | ﹤0.01% | 961 |
|