Corient Private Wealth’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
8,370
-1,912
| -19% | -$523K | ﹤0.01% | 1050 |
|
|
2025
Q1 | $2.93M | Buy |
10,282
+1,636
| +19% | +$465K | ﹤0.01% | 844 |
|
|
2024
Q4 | $2.35M | Buy |
8,646
+119
| +1% | +$32.3K | ﹤0.01% | 934 |
|
|
2024
Q3 | $2.26M | Sell |
8,527
-1,957
| -19% | -$519K | ﹤0.01% | 1017 |
|
|
2024
Q2 | $2.48M | Buy |
10,484
+1,804
| +21% | +$427K | ﹤0.01% | 933 |
|
|
2024
Q1 | $2.2M | Sell |
8,680
-51
| -0.6% | -$12.9K | ﹤0.01% | 979 |
|
|
2023
Q4 | $1.8M | Buy |
8,731
+961
| +12% | +$198K | ﹤0.01% | 1051 |
|
|
2023
Q3 | $1.51M | Buy |
+7,770
| New | +$1.51M | ﹤0.01% | 1030 |
|