Cynosure Group’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $816K | Buy |
2,983
+571
| +24% | +$156K | 0.09% | 114 |
|
2025
Q1 | $686K | Buy |
2,412
+160
| +7% | +$45.5K | 0.09% | 110 |
|
2024
Q4 | $611K | Sell |
2,252
-772
| -26% | -$210K | 0.09% | 107 |
|
2024
Q3 | $802K | Buy |
3,024
+1,372
| +83% | +$364K | 0.12% | 94 |
|
2024
Q2 | $391K | Buy |
1,652
+409
| +33% | +$96.8K | 0.06% | 211 |
|
2024
Q1 | $314K | Buy |
+1,243
| New | +$314K | 0.06% | 265 |
|