Geneos Wealth 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 | $89.5K | Buy |
327
+64
| +24% | +$17.5K | ﹤0.01% | 1294 |
|
|
2025
Q1 | $170K | Buy |
263
+177
| +206% | +$114K | ﹤0.01% | 1308 |
|
|
2024
Q4 | $23.3K | Hold |
86
| – | – | ﹤0.01% | 1658 |
|
|
2024
Q3 | $22.8K | Buy |
+86
| New | +$22.8K | ﹤0.01% | 1515 |
|
|
2022
Q3 | – | Sell |
-80
| Closed | -$9K | – | 2449 |
|
|
2022
Q2 | $9K | Hold |
80
| – | – | ﹤0.01% | 2005 |
|
|
2022
Q1 | $10K | Hold |
80
| – | – | ﹤0.01% | 2097 |
|
|
2021
Q4 | $12K | Hold |
80
| – | – | ﹤0.01% | 2111 |
|
|
2021
Q3 | $12K | Hold |
80
| – | – | ﹤0.01% | 2150 |
|
|
2021
Q2 | $12K | Sell |
80
-11
| -12% | -$1.65K | ﹤0.01% | 2134 |
|
|
2021
Q1 | $14K | Buy |
91
+11
| +14% | +$1.69K | ﹤0.01% | 2241 |
|
|
2020
Q4 | $11K | Hold |
80
| – | – | ﹤0.01% | 2188 |
|
|
2020
Q3 | $8K | Hold |
80
| – | – | ﹤0.01% | 2038 |
|
|
2020
Q2 | $8K | Hold |
80
| – | – | ﹤0.01% | 1991 |
|
|
2020
Q1 | $7K | Sell |
80
-115
| -59% | -$10.1K | ﹤0.01% | 1946 |
|
|
2019
Q4 | $25K | Hold |
195
| – | – | ﹤0.01% | 1594 |
|
|
2019
Q3 | $24K | Hold |
195
| – | – | ﹤0.01% | 1527 |
|
|
2019
Q2 | $23K | Hold |
195
| – | – | ﹤0.01% | 1566 |
|
|
2019
Q1 | $23K | Hold |
195
| – | – | ﹤0.01% | 1507 |
|
|
2018
Q4 | $18K | Hold |
195
| – | – | ﹤0.01% | 1551 |
|
|
2018
Q3 | $23K | Hold |
195
| – | – | ﹤0.01% | 1519 |
|
|
2018
Q2 | $19K | Hold |
195
| – | – | ﹤0.01% | 1475 |
|
|
2018
Q1 | $18K | Hold |
195
| – | – | ﹤0.01% | 1439 |
|
|
2017
Q4 | $19K | Hold |
195
| – | – | ﹤0.01% | 1409 |
|
|
2017
Q3 | $15K | Hold |
195
| – | – | ﹤0.01% | 1436 |
|
|
2017
Q2 | $14K | Hold |
195
| – | – | ﹤0.01% | 1412 |
|
|
2017
Q1 | $16K | Hold |
195
| – | – | ﹤0.01% | 1326 |
|
|
2016
Q4 | $13K | Hold |
195
| – | – | ﹤0.01% | 1354 |
|
|
2016
Q3 | $10K | Hold |
195
| – | – | ﹤0.01% | 1372 |
|
|
2016
Q2 | $11K | Hold |
195
| – | – | ﹤0.01% | 1296 |
|
|
2016
Q1 | $8K | Buy |
+195
| New | +$8K | ﹤0.01% | 1391 |
|