Edgestream Partners’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
6,648
-21,206
| -76% | -$5.8M | 0.05% | 544 |
|
|
2025
Q1 | $7.93M | Buy |
27,854
+8,109
| +41% | +$2.31M | 0.27% | 93 |
|
|
2024
Q4 | $5.36M | Buy |
19,745
+614
| +3% | +$167K | 0.23% | 129 |
|
|
2024
Q3 | $5.07M | Buy |
+19,131
| New | +$5.07M | 0.22% | 132 |
|
|
2024
Q2 | – | Sell |
-3,870
| Closed | -$979K | – | 998 |
|
|
2024
Q1 | $979K | Buy |
+3,870
| New | +$979K | 0.05% | 505 |
|
|
2023
Q4 | – | Sell |
-14,166
| Closed | -$2.75M | – | 1019 |
|
|
2023
Q3 | $2.75M | Buy |
14,166
+6,135
| +76% | +$1.19M | 0.22% | 117 |
|
|
2023
Q2 | $1.59M | Buy |
+8,031
| New | +$1.59M | 0.14% | 246 |
|