Kingsview Wealth Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
5,824
+14
| +0.2% | +$3.83K | 0.03% | 471 |
|
|
2025
Q1 | $1.65M | Sell |
5,810
-38
| -0.6% | -$10.8K | 0.03% | 430 |
|
|
2024
Q4 | $1.59M | Buy |
5,848
+8
| +0.1% | +$2.17K | 0.03% | 441 |
|
|
2024
Q3 | $1.55M | Buy |
5,840
+43
| +0.7% | +$11.4K | 0.03% | 431 |
|
|
2024
Q2 | $1.37M | Sell |
5,797
-231
| -4% | -$54.7K | 0.03% | 432 |
|
|
2024
Q1 | $1.52M | Sell |
6,028
-15
| -0.2% | -$3.79K | 0.04% | 401 |
|
|
2023
Q4 | $1.24M | Sell |
6,043
-665
| -10% | -$137K | 0.04% | 404 |
|
|
2023
Q3 | $1.3M | Sell |
6,708
-11,975
| -64% | -$2.32M | 0.05% | 373 |
|
|
2023
Q2 | $3.69M | Buy |
18,683
+12,677
| +211% | +$2.51M | 0.14% | 155 |
|
|
2023
Q1 | $1.03M | Buy |
6,006
+661
| +12% | +$114K | 0.04% | 389 |
|
|
2022
Q4 | $758K | Buy |
5,345
+3,329
| +165% | +$472K | 0.03% | 406 |
|
|
2022
Q3 | $249K | Hold |
2,016
| – | – | 0.01% | 689 |
|
|
2022
Q2 | $241K | Sell |
2,016
-21
| -1% | -$2.51K | 0.01% | 714 |
|
|
2022
Q1 | $279K | Hold |
2,037
| – | – | 0.01% | 722 |
|
|
2021
Q4 | $312K | Buy |
+2,037
| New | +$312K | 0.01% | 706 |
|