EFS
Essex Financial Services’s Primerica PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-782
| Closed | -$218K | – | 652 |
|
|
2024
Q3 | $218K | Sell |
782
-334
| -30% | -$93.1K | 0.02% | 580 |
|
|
2024
Q2 | $278K | Buy |
1,116
+83
| +8% | +$20.7K | 0.02% | 504 |
|
|
2024
Q1 | $261K | Sell |
1,033
-74
| -7% | -$18.7K | 0.02% | 447 |
|
|
2023
Q4 | $228K | Sell |
1,107
-33
| -3% | -$6.79K | 0.02% | 455 |
|
|
2023
Q3 | $221K | Buy |
1,140
+1
| +0.1% | +$194 | 0.03% | 427 |
|
|
2023
Q2 | $225K | Buy |
+1,139
| New | +$225K | 0.03% | 421 |
|