Kestra Advisory Services’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
893
+15
| +2% | +$4.1K | ﹤0.01% | 2514 |
|
|
2025
Q1 | $250K | Sell |
878
-121
| -12% | -$34.4K | ﹤0.01% | 2313 |
|
|
2024
Q4 | $271K | Buy |
999
+156
| +19% | +$42.3K | ﹤0.01% | 2293 |
|
|
2024
Q3 | $223K | Sell |
843
-121
| -13% | -$32.1K | ﹤0.01% | 2288 |
|
|
2024
Q2 | $228K | Sell |
964
-1,706
| -64% | -$404K | ﹤0.01% | 2304 |
|
|
2024
Q1 | $675K | Buy |
2,670
+629
| +31% | +$159K | ﹤0.01% | 1474 |
|
|
2023
Q4 | $420K | Buy |
+2,041
| New | +$420K | ﹤0.01% | 1628 |
|
|
2023
Q1 | – | Sell |
-1,555
| Closed | -$221K | – | 2258 |
|
|
2022
Q4 | $221K | Buy |
+1,555
| New | +$221K | ﹤0.01% | 1957 |
|
|
2022
Q3 | – | Sell |
-3,943
| Closed | -$472K | – | 2212 |
|
|
2022
Q2 | $472K | Buy |
+3,943
| New | +$472K | ﹤0.01% | 1361 |
|