Jones Financial Companies’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
1,719
+373
| +28% | +$100K | ﹤0.01% | 1302 |
|
|
2025
Q1 | $381K | Buy |
1,346
+365
| +37% | +$103K | ﹤0.01% | 1236 |
|
|
2024
Q4 | $266K | Buy |
981
+609
| +164% | +$165K | ﹤0.01% | 1226 |
|
|
2024
Q3 | $98K | Buy |
372
+148
| +66% | +$39K | ﹤0.01% | 1411 |
|
|
2024
Q2 | $52.9K | Buy |
224
+143
| +177% | +$33.8K | ﹤0.01% | 1238 |
|
|
2024
Q1 | $20.5K | Buy |
81
+63
| +350% | +$15.9K | ﹤0.01% | 902 |
|
|
2023
Q4 | $3.7K | Buy |
+18
| New | +$3.7K | ﹤0.01% | 802 |
|
|
2023
Q1 | – | Sell |
-41
| Closed | -$6K | – | 733 |
|
|
2022
Q4 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 530 |
|
|
2022
Q1 | – | Sell |
-57
| Closed | -$9K | – | 806 |
|
|
2021
Q4 | $9K | Hold |
57
| – | – | ﹤0.01% | 567 |
|
|
2021
Q3 | $9K | Hold |
57
| – | – | ﹤0.01% | 513 |
|
|
2021
Q2 | $9K | Buy |
57
+20
| +54% | +$3.16K | ﹤0.01% | 488 |
|
|
2021
Q1 | $5K | Buy |
37
+20
| +118% | +$2.7K | ﹤0.01% | 628 |
|
|
2020
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 623 |
|