Everhart Financial 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 | $818K | Buy |
2,988
+162
| +6% | +$44.3K | 0.09% | 149 |
|
|
2025
Q1 | $804K | Buy |
2,826
+150
| +6% | +$42.7K | 0.11% | 136 |
|
|
2024
Q4 | $726K | Buy |
2,676
+65
| +2% | +$17.6K | 0.15% | 140 |
|
|
2024
Q3 | $692K | Buy |
2,611
+503
| +24% | +$133K | 0.15% | 151 |
|
|
2024
Q2 | $499K | Buy |
2,108
+294
| +16% | +$69.6K | 0.13% | 161 |
|
|
2024
Q1 | $459K | Buy |
1,814
+200
| +12% | +$50.6K | 0.13% | 159 |
|
|
2023
Q4 | $332K | Buy |
1,614
+69
| +4% | +$14.2K | 0.12% | 164 |
|
|
2023
Q3 | $300K | Buy |
1,545
+76
| +5% | +$14.7K | 0.13% | 154 |
|
|
2023
Q2 | $291K | Buy |
1,469
+193
| +15% | +$38.2K | 0.12% | 161 |
|
|
2023
Q1 | $220K | Buy |
+1,276
| New | +$220K | 0.1% | 185 |
|