InceptionR’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
2,031
+727
| +56% | +$199K | 0.13% | 288 |
|
|
2025
Q1 | $371K | Buy |
+1,304
| New | +$371K | 0.11% | 339 |
|
|
2024
Q4 | – | Sell |
-3,295
| Closed | -$874K | – | 824 |
|
|
2024
Q3 | $874K | Buy |
3,295
+2,053
| +165% | +$544K | 0.21% | 167 |
|
|
2024
Q2 | $294K | Buy |
+1,242
| New | +$294K | 0.08% | 420 |
|
|
2023
Q4 | – | Sell |
-1,041
| Closed | -$202K | – | 497 |
|
|
2023
Q3 | $202K | Buy |
+1,041
| New | +$202K | 0.11% | 348 |
|
|
2023
Q2 | – | Sell |
-3,681
| Closed | -$634K | – | 586 |
|
|
2023
Q1 | $634K | Buy |
+3,681
| New | +$634K | 0.2% | 190 |
|