EverSource Wealth Advisors’s Primerica PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.8K | Buy |
310
+130
| +72% | +$35.6K | ﹤0.01% | 1291 |
|
|
2025
Q1 | $51.2K | Buy |
180
+54
| +43% | +$15.4K | ﹤0.01% | 1231 |
|
|
2024
Q4 | $34.2K | Buy |
126
+71
| +129% | +$19.3K | ﹤0.01% | 1361 |
|
|
2024
Q3 | $14.6K | Buy |
55
+32
| +139% | +$8.49K | ﹤0.01% | 1656 |
|
|
2024
Q2 | $5.79K | Buy |
23
+12
| +109% | +$3.02K | ﹤0.01% | 2167 |
|
|
2024
Q1 | $2.33K | Buy |
11
+8
| +267% | +$1.7K | ﹤0.01% | 2326 |
|
|
2023
Q4 | $617 | Hold |
3
| – | – | ﹤0.01% | 2485 |
|
|
2023
Q3 | $582 | Hold |
3
| – | – | ﹤0.01% | 2344 |
|
|
2023
Q2 | $593 | Hold |
3
| – | – | ﹤0.01% | 2315 |
|
|
2023
Q1 | $517 | Buy |
+3
| New | +$517 | ﹤0.01% | 2215 |
|
|
2022
Q3 | – | Sell |
-32
| Closed | -$4K | – | 2094 |
|
|
2022
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 1341 |
|
|
2022
Q1 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 1356 |
|