F.L. Putnam Investment Management’s Primerica PRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$297K	Sell	1,187 -233	-16%	-$60.1K	﹤0.01%	504
2025 Q4	$367K	Sell	1,420 -20	-1%	-$5.22K	0.01%	479
2025 Q3	$400K	Sell	1,440 -341	-19%	-$91.5K	0.01%	454
2025 Q2	$487K	Sell	1,781 -132	-7%	-$35K	0.01%	414
2025 Q1	$544K	Sell	1,913 -449	-19%	-$128K	0.01%	399
2024 Q4	$641K	Sell	2,362 -58	-2%	-$16.4K	0.01%	381
2024 Q3	$642K	Sell	2,420 -890	-27%	-$225K	0.01%	395
2024 Q2	$783K	Sell	3,310 -2,943	-47%	-$667K	0.01%	351
2024 Q1	$1.58M	Sell	6,253 -1,422	-19%	-$336K	0.03%	222
2023 Q4	$1.58M	Sell	7,675 -2,209	-22%	-$451K	0.04%	223
2023 Q3	$1.92M	Sell	9,884 -390	-4%	-$79.9K	0.05%	210
2023 Q2	$2.03M	Buy	+10,274	New	+$1.89M	0.06%	214