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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.48M | Buy |
9,907
+3,358
| +51% | +$866K | ﹤0.01% | 1728 |
|
|
2025
Q4 | $1.69M | Sell |
6,549
-2,077
| -24% | -$542K | ﹤0.01% | 1855 |
|
|
2025
Q3 | $2.39M | Buy |
8,626
+2,864
| +50% | +$769K | ﹤0.01% | 1399 |
|
|
2025
Q2 | $1.58M | Sell |
5,762
-248
| -4% | -$65.7K | ﹤0.01% | 1503 |
|
|
2025
Q1 | $1.71M | Sell |
6,010
-200
| -3% | -$57K | ﹤0.01% | 1292 |
|
|
2024
Q4 | $1.69M | Buy |
6,210
+127
| +2% | +$36K | ﹤0.01% | 1248 |
|
|
2024
Q3 | $1.61M | Buy |
6,083
+40
| +0.7% | +$10.1K | ﹤0.01% | 1199 |
|
|
2024
Q2 | $1.43M | Buy |
6,043
+167
| +3% | +$37.9K | ﹤0.01% | 1170 |
|
|
2024
Q1 | $1.49M | Buy |
5,876
+1,443
| +33% | +$341K | ﹤0.01% | 1106 |
|
|
2023
Q4 | $912K | Buy |
4,433
+84
| +2% | +$17.2K | ﹤0.01% | 1284 |
|
|
2023
Q3 | $844K | Buy |
4,349
+60
| +1% | +$12.3K | ﹤0.01% | 1253 |
|
|
2023
Q2 | $848K | Buy |
4,289
+1,743
| +68% | +$320K | ﹤0.01% | 1218 |
|
|
2023
Q1 | $439K | Buy |
2,546
+487
| +24% | +$79.8K | ﹤0.01% | 1555 |
|
|
2022
Q4 | $292K | Buy |
2,059
+267
| +15% | +$37.2K | ﹤0.01% | 1747 |
|
|
2022
Q3 | $221K | Buy |
+1,792
| New | +$227K | ﹤0.01% | 1845 |
|
|
2021
Q2 | – | Sell |
-7,088
| Closed | -$1.05M | – | 2465 |
|
|
2021
Q1 | $1.05M | Buy |
+7,088
| New | +$1.02M | ﹤0.01% | 1004 |
|
|
2019
Q4 | – | Sell |
-1,813
| Closed | -$231K | – | 2085 |
|
|
2019
Q3 | $231K | Buy |
1,813
+33
| +2% | +$3.98K | ﹤0.01% | 1513 |
|
|
2019
Q2 | $214K | Sell |
1,780
-30
| -2% | -$3.71K | ﹤0.01% | 1577 |
|
|
2019
Q1 | $221K | Buy |
+1,810
| New | +$209K | ﹤0.01% | 1515 |
|
|
2018
Q2 | – | Sell |
-8,251
| Closed | -$797K | – | 2151 |
|
|
2018
Q1 | $797K | Buy |
+8,251
| New | +$829K | ﹤0.01% | 858 |
|
|
2017
Q3 | – | Sell |
-703
| Closed | -$53K | – | 3239 |
|
|
2017
Q2 | $53K | Buy |
703
+69
| +11% | +$5.41K | ﹤0.01% | 2469 |
|
|
2017
Q1 | $52K | Sell |
634
-2,140
| -77% | -$167K | ﹤0.01% | 2448 |
|
|
2016
Q4 | $192K | Sell |
2,774
-520
| -16% | -$33.1K | ﹤0.01% | 1432 |
|
|
2016
Q3 | $175K | Buy |
3,294
+2,449
| +290% | +$135K | ﹤0.01% | 1471 |
|
|
2016
Q2 | $48K | Buy |
845
+144
| +21% | +$7.47K | ﹤0.01% | 2161 |
|
|
2016
Q1 | $31K | Hold |
701
| – | – | ﹤0.01% | 2430 |
|
|
2015
Q4 | $33K | Hold |
701
| – | – | ﹤0.01% | 2451 |
|
|
2015
Q3 | $32K | Buy |
+701
| New | +$30.7K | ﹤0.01% | 2375 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$31K | – | 2512 |
|
|
2015
Q1 | $31K | Buy |
600
+130
| +28% | +$6.75K | ﹤0.01% | 2378 |
|
|
2014
Q4 | $26K | Sell |
470
-130
| -22% | -$6.63K | ﹤0.01% | 2470 |
|
|
2014
Q3 | $29K | Buy |
+600
| New | +$29K | ﹤0.01% | 2281 |
|
Other funds holding PRI
VPM
VCM
BWA
