Forum Financial Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
1,177
+2
| +0.2% | +$547 | ﹤0.01% | 635 |
|
|
2025
Q1 | $334K | Sell |
1,175
-97
| -8% | -$27.6K | 0.01% | 542 |
|
|
2024
Q4 | $345K | Hold |
1,272
| – | – | 0.01% | 532 |
|
|
2024
Q3 | $337K | Buy |
1,272
+2
| +0.2% | +$530 | 0.01% | 464 |
|
|
2024
Q2 | $300K | Buy |
1,270
+1
| +0.1% | +$237 | 0.01% | 478 |
|
|
2024
Q1 | $321K | Hold |
1,269
| – | – | 0.01% | 470 |
|
|
2023
Q4 | $261K | Hold |
1,269
| – | – | ﹤0.01% | 521 |
|
|
2023
Q3 | $246K | Hold |
1,269
| – | – | 0.01% | 493 |
|
|
2023
Q2 | $251K | Hold |
1,269
| – | – | 0.01% | 500 |
|
|
2023
Q1 | $219K | Buy |
+1,269
| New | +$219K | 0.01% | 523 |
|