Kestra Private Wealth Services’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $578K | Buy |
2,307
+11
| +0.5% | +$2.84K | 0.01% | 1125 |
|
|
2025
Q4 | $593K | Sell |
2,296
-324
| -12% | -$84.5K | 0.01% | 1069 |
|
|
2025
Q3 | $727K | Sell |
2,620
-37
| -1% | -$9.93K | 0.01% | 916 |
|
|
2025
Q2 | $727K | Buy |
2,657
+415
| +19% | +$110K | 0.01% | 867 |
|
|
2025
Q1 | $638K | Buy |
2,242
+31
| +1% | +$8.83K | 0.01% | 850 |
|
|
2024
Q4 | $600K | Sell |
2,211
-230
| -9% | -$65.2K | 0.01% | 849 |
|
|
2024
Q3 | $647K | Sell |
2,441
-4
| -0.2% | -$1.01K | 0.01% | 770 |
|
|
2024
Q2 | $579K | Hold |
2,445
| – | – | 0.01% | 775 |
|
|
2024
Q1 | $619K | Hold |
2,445
| – | – | 0.01% | 715 |
|
|
2023
Q4 | $503K | Sell |
2,445
-2
| -0.1% | -$409 | 0.01% | 726 |
|
|
2023
Q3 | $475K | Sell |
2,447
-10
| -0.4% | -$2.05K | 0.01% | 684 |
|
|
2023
Q2 | $486K | Sell |
2,457
-18
| -0.7% | -$3.31K | 0.02% | 647 |
|
|
2023
Q1 | $426K | Buy |
2,475
+28
| +1% | +$4.59K | 0.02% | 648 |
|
|
2022
Q4 | $347K | Sell |
2,447
-5
| -0.2% | -$697 | 0.02% | 627 |
|
|
2022
Q3 | $303K | Buy |
2,452
+19
| +0.8% | +$2.41K | 0.02% | 649 |
|
|
2022
Q2 | $291K | Hold |
2,433
| – | – | 0.02% | 666 |
|
|
2022
Q1 | $333K | Hold |
2,433
| – | – | 0.02% | 705 |
|
|
2021
Q4 | $373K | Sell |
2,433
-19
| -0.8% | -$3.01K | 0.02% | 687 |
|
|
2021
Q3 | $377K | Hold |
2,452
| – | – | 0.02% | 626 |
|
|
2021
Q2 | $375K | Hold |
2,452
| – | – | 0.02% | 592 |
|
|
2021
Q1 | $362K | Buy |
2,452
+6
| +0.2% | +$860 | 0.03% | 540 |
|
|
2020
Q4 | $327K | Buy |
2,446
+87
| +4% | +$10.9K | 0.02% | 547 |
|
|
2020
Q3 | $267K | Buy |
+2,359
| New | +$287K | 0.02% | 520 |
|
Other funds holding PRI
VPM
VCM
BWA
