LGT Financial Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-88
| Closed | -$23.9K | – | 619 |
|
|
2024
Q4 | $23.9K | Hold |
88
| – | – | 0.05% | 276 |
|
|
2024
Q3 | $23.3K | Hold |
88
| – | – | 0.06% | 251 |
|
|
2024
Q2 | $20.8K | Hold |
88
| – | – | 0.04% | 298 |
|
|
2024
Q1 | $22.3K | Hold |
88
| – | – | 0.03% | 343 |
|
|
2023
Q4 | $18.1K | Hold |
88
| – | – | 0.02% | 375 |
|
|
2023
Q3 | $17.1K | Buy |
+88
| New | +$17.1K | 0.02% | 379 |
|