Creative Planning’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 | $1.58M | Sell |
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|
2025
Q1 | $1.71M | Sell |
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|
2024
Q4 | $1.69M | Buy |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $912K | Buy |
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|
2023
Q3 | $844K | Buy |
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|
2023
Q2 | $848K | Buy |
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|
2023
Q1 | $439K | Buy |
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|
2022
Q4 | $292K | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $231K | Buy |
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|
2019
Q2 | $214K | Sell |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $797K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $53K | Buy |
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|
2017
Q1 | $52K | Sell |
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|
2016
Q4 | $192K | Sell |
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|
2016
Q3 | $175K | Buy |
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|
2016
Q2 | $48K | Buy |
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|
2016
Q1 | $31K | Hold |
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|
2015
Q4 | $33K | Hold |
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|
2015
Q3 | $32K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $31K | Buy |
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|
2014
Q4 | $26K | Sell |
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|
2014
Q3 | $29K | Buy |
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