HB 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 | $386K | Sell |
1,409
-679
| -33% | -$186K | ﹤0.01% | 824 |
|
|
2025
Q1 | $594K | Buy |
2,088
+38
| +2% | +$10.8K | 0.01% | 699 |
|
|
2024
Q4 | $556K | Buy |
2,050
+350
| +21% | +$95K | 0.01% | 574 |
|
|
2024
Q3 | $451K | Buy |
1,700
+86
| +5% | +$22.8K | ﹤0.01% | 612 |
|
|
2024
Q2 | $382K | Buy |
1,614
+131
| +9% | +$31K | ﹤0.01% | 620 |
|
|
2024
Q1 | $375K | Buy |
1,483
+31
| +2% | +$7.84K | ﹤0.01% | 579 |
|
|
2023
Q4 | $299K | Buy |
1,452
+12
| +0.8% | +$2.47K | ﹤0.01% | 613 |
|
|
2023
Q3 | $279K | Hold |
1,440
| – | – | ﹤0.01% | 588 |
|
|
2023
Q2 | $285K | Buy |
1,440
+227
| +19% | +$44.9K | ﹤0.01% | 559 |
|
|
2023
Q1 | $209K | Buy |
+1,213
| New | +$209K | ﹤0.01% | 664 |
|