IFP Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
1,284
+22
| +2% | +$6.02K | 0.01% | 986 |
|
|
2025
Q1 | $359K | Buy |
1,262
+98
| +8% | +$27.9K | 0.01% | 905 |
|
|
2024
Q4 | $316K | Buy |
1,164
+77
| +7% | +$20.9K | 0.01% | 920 |
|
|
2024
Q3 | $288K | Buy |
1,087
+560
| +106% | +$148K | 0.01% | 919 |
|
|
2024
Q2 | $125K | Sell |
527
-35
| -6% | -$8.28K | ﹤0.01% | 1269 |
|
|
2024
Q1 | $142K | Buy |
562
+20
| +4% | +$5.06K | 0.01% | 1153 |
|
|
2023
Q4 | $112K | Sell |
542
-75
| -12% | -$15.4K | 0.01% | 1197 |
|
|
2023
Q3 | $120K | Buy |
617
+66
| +12% | +$12.8K | 0.01% | 1175 |
|
|
2023
Q2 | $109K | Buy |
+551
| New | +$109K | ﹤0.01% | 1280 |
|
|
2023
Q1 | – | Sell |
-104
| Closed | -$17K | – | 4186 |
|
|
2022
Q4 | $17K | Sell |
104
-42
| -29% | -$6.87K | ﹤0.01% | 3035 |
|
|
2022
Q3 | $23K | Buy |
146
+84
| +135% | +$13.2K | ﹤0.01% | 2967 |
|
|
2022
Q2 | $11K | Hold |
62
| – | – | ﹤0.01% | 3344 |
|
|
2022
Q1 | $11K | Buy |
62
+55
| +786% | +$9.76K | ﹤0.01% | 3344 |
|
|
2021
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 2777 |
|
|
2021
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 2824 |
|
|
2021
Q2 | $1K | Sell |
7
-3
| -30% | -$429 | ﹤0.01% | 2895 |
|
|
2021
Q1 | $1K | Sell |
10
-146
| -94% | -$14.6K | ﹤0.01% | 2827 |
|
|
2020
Q4 | $20K | Hold |
156
| – | – | ﹤0.01% | 1803 |
|
|
2020
Q3 | $17K | Sell |
156
-2
| -1% | -$218 | ﹤0.01% | 1713 |
|
|
2020
Q2 | $18K | Sell |
158
-1
| -0.6% | -$114 | ﹤0.01% | 1594 |
|
|
2020
Q1 | $15K | Sell |
159
-2
| -1% | -$189 | ﹤0.01% | 1606 |
|
|
2019
Q4 | $21K | Hold |
161
| – | – | ﹤0.01% | 1602 |
|
|
2019
Q3 | $21K | Buy |
+161
| New | +$21K | ﹤0.01% | 1741 |
|
|
2019
Q1 | – | Sell |
-179
| Closed | -$17K | – | 3138 |
|
|
2018
Q4 | $17K | Sell |
179
-6
| -3% | -$570 | ﹤0.01% | 2189 |
|
|
2018
Q3 | $22K | Buy |
185
+3
| +2% | +$357 | ﹤0.01% | 2388 |
|
|
2018
Q2 | $18K | Sell |
182
-126
| -41% | -$12.5K | ﹤0.01% | 2502 |
|
|
2018
Q1 | $31K | Hold |
308
| – | – | ﹤0.01% | 2106 |
|
|
2017
Q4 | $31K | Sell |
308
-198
| -39% | -$19.9K | ﹤0.01% | 2101 |
|
|
2017
Q3 | $41K | Buy |
506
+123
| +32% | +$9.97K | ﹤0.01% | 2099 |
|
|
2017
Q2 | $29K | Buy |
383
+175
| +84% | +$13.3K | ﹤0.01% | 2326 |
|
|
2017
Q1 | $17K | Buy |
208
+30
| +17% | +$2.45K | ﹤0.01% | 2583 |
|
|
2016
Q4 | $12K | Sell |
178
-5
| -3% | -$337 | ﹤0.01% | 2777 |
|
|
2016
Q3 | $10K | Sell |
183
-110
| -38% | -$6.01K | ﹤0.01% | 2829 |
|
|
2016
Q2 | $17K | Buy |
+293
| New | +$17K | ﹤0.01% | 2445 |
|
|
2016
Q1 | – | Sell |
-305
| Closed | -$14K | – | 3171 |
|
|
2015
Q4 | $14K | Buy |
+305
| New | +$14K | ﹤0.01% | 2376 |
|