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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $593K | Sell |
|
|||||
|
2025
Q3 | $727K | Sell |
|
|||||
|
2025
Q2 | $727K | Buy |
|
|||||
|
2025
Q1 | $638K | Buy |
|
|||||
|
2024
Q4 | $600K | Sell |
|
|||||
|
2024
Q3 | $647K | Sell |
|
|||||
|
2024
Q2 | $579K | Hold |
|
|||||
|
2024
Q1 | $619K | Hold |
|
|||||
|
2023
Q4 | $503K | Sell |
|
|||||
|
2023
Q3 | $475K | Sell |
|
|||||
|
2023
Q2 | $486K | Sell |
|
|||||
|
2023
Q1 | $426K | Buy |
|
|||||
|
2022
Q4 | $347K | Sell |
|
|||||
|
2022
Q3 | $303K | Buy |
|
|||||
|
2022
Q2 | $291K | Hold |
|
|||||
|
2022
Q1 | $333K | Hold |
|
|||||
|
2021
Q4 | $373K | Sell |
|
|||||
|
2021
Q3 | $377K | Hold |
|
|||||
|
2021
Q2 | $375K | Hold |
|
|||||
|
2021
Q1 | $362K | Buy |
|
|||||
|
2020
Q4 | $327K | Buy |
|
|||||
|
2020
Q3 | $267K | Buy |
|