JFS Wealth 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 | $10.1K | Hold |
37
| – | – | ﹤0.01% | 862 |
|
|
2025
Q1 | $10.5K | Hold |
37
| – | – | ﹤0.01% | 870 |
|
|
2024
Q4 | $10K | Hold |
37
| – | – | ﹤0.01% | 848 |
|
|
2024
Q3 | $9.81K | Buy |
37
+1
| +3% | +$265 | ﹤0.01% | 861 |
|
|
2024
Q2 | $8.52K | Hold |
36
| – | – | ﹤0.01% | 846 |
|
|
2024
Q1 | $9.11K | Sell |
36
-1
| -3% | -$253 | ﹤0.01% | 847 |
|
|
2023
Q4 | $7.61K | Buy |
37
+1
| +3% | +$206 | ﹤0.01% | 882 |
|
|
2023
Q3 | $6.99K | Hold |
36
| – | – | ﹤0.01% | 856 |
|
|
2023
Q2 | $7.12K | Sell |
36
-1
| -3% | -$198 | ﹤0.01% | 855 |
|
|
2023
Q1 | $6.37K | Buy |
37
+7
| +23% | +$1.21K | ﹤0.01% | 897 |
|
|
2022
Q4 | $4.26K | Hold |
30
| – | – | ﹤0.01% | 1063 |
|
|
2022
Q3 | $4K | Sell |
30
-15
| -33% | -$2K | ﹤0.01% | 1098 |
|
|
2022
Q2 | $5K | Buy |
45
+23
| +105% | +$2.56K | ﹤0.01% | 1005 |
|
|
2022
Q1 | $3K | Buy |
22
+12
| +120% | +$1.64K | ﹤0.01% | 1301 |
|
|
2021
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 1138 |
|