EverSource Wealth Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.8K | Buy |
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|
2025
Q1 | $51.2K | Buy |
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|
2024
Q4 | $34.2K | Buy |
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|
2024
Q3 | $14.6K | Buy |
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|
2024
Q2 | $5.79K | Buy |
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|
2024
Q1 | $2.33K | Buy |
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|
2023
Q4 | $617 | Hold |
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|
2023
Q3 | $582 | Hold |
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|
2023
Q2 | $593 | Hold |
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|
2023
Q1 | $517 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $4K | Buy |
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