LPL Financial’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 | $3.14M | Sell |
12,537
-176
| -1% | -$45.4K | ﹤0.01% | 3080 |
|
|
2025
Q4 | $3.28M | Sell |
12,713
-1,094
| -8% | -$285K | ﹤0.01% | 2919 |
|
|
2025
Q3 | $3.83M | Sell |
13,807
-8,537
| -38% | -$2.29M | ﹤0.01% | 2719 |
|
|
2025
Q2 | $6.11M | Buy |
22,344
+12,309
| +123% | +$3.26M | ﹤0.01% | 2150 |
|
|
2025
Q1 | $2.86M | Sell |
10,035
-453
| -4% | -$129K | ﹤0.01% | 2618 |
|
|
2024
Q4 | $2.85M | Buy |
10,488
+4,307
| +70% | +$1.22M | ﹤0.01% | 2534 |
|
|
2024
Q3 | $1.64M | Buy |
6,181
+620
| +11% | +$157K | ﹤0.01% | 2920 |
|
|
2024
Q2 | $1.32M | Sell |
5,561
-78
| -1% | -$17.7K | ﹤0.01% | 2989 |
|
|
2024
Q1 | $1.43M | Sell |
5,639
-151
| -3% | -$35.7K | ﹤0.01% | 2864 |
|
|
2023
Q4 | $1.19M | Sell |
5,790
-412
| -7% | -$84.2K | ﹤0.01% | 2895 |
|
|
2023
Q3 | $1.2M | Buy |
6,202
+400
| +7% | +$81.9K | ﹤0.01% | 2738 |
|
|
2023
Q2 | $1.15M | Sell |
5,802
-80
| -1% | -$14.7K | ﹤0.01% | 2733 |
|
|
2023
Q1 | $1.01M | Buy |
5,882
+66
| +1% | +$10.8K | ﹤0.01% | 2746 |
|
|
2022
Q4 | $825K | Buy |
5,816
+326
| +6% | +$45.4K | ﹤0.01% | 2788 |
|
|
2022
Q3 | $678K | Buy |
5,490
+107
| +2% | +$13.6K | ﹤0.01% | 2866 |
|
|
2022
Q2 | $644K | Sell |
5,383
-159
| -3% | -$20K | ﹤0.01% | 2975 |
|
|
2022
Q1 | $758K | Buy |
5,542
+300
| +6% | +$42.6K | ﹤0.01% | 2843 |
|
|
2021
Q4 | $803K | Buy |
5,242
+773
| +17% | +$123K | ﹤0.01% | 2852 |
|
|
2021
Q3 | $687K | Buy |
4,469
+1,063
| +31% | +$158K | ﹤0.01% | 2924 |
|
|
2021
Q2 | $522K | Buy |
3,406
+262
| +8% | +$41.4K | ﹤0.01% | 3120 |
|
|
2021
Q1 | $465K | Sell |
3,144
-204
| -6% | -$29.3K | ﹤0.01% | 3083 |
|
|
2020
Q4 | $448K | Sell |
3,348
-340
| -9% | -$42.7K | ﹤0.01% | 2856 |
|
|
2020
Q3 | $417K | Sell |
3,688
-2,551
| -41% | -$310K | ﹤0.01% | 2624 |
|
|
2020
Q2 | $727K | Buy |
6,239
+92
| +1% | +$9.79K | ﹤0.01% | 2090 |
|
|
2020
Q1 | $544K | Sell |
6,147
-1,297
| -17% | -$148K | ﹤0.01% | 2045 |
|
|
2019
Q4 | $972K | Buy |
7,444
+2,741
| +58% | +$354K | ﹤0.01% | 1860 |
|
|
2019
Q3 | $598K | Buy |
4,703
+128
| +3% | +$15.4K | ﹤0.01% | 2130 |
|
|
2019
Q2 | $549K | Buy |
4,575
+971
| +27% | +$120K | ﹤0.01% | 2214 |
|
|
2019
Q1 | $440K | Sell |
3,604
-445
| -11% | -$51.3K | ﹤0.01% | 2330 |
|
|
2018
Q4 | $396K | Sell |
4,049
-268
| -6% | -$29.8K | ﹤0.01% | 2235 |
|
|
2018
Q3 | $520K | Buy |
4,317
+165
| +4% | +$19.1K | ﹤0.01% | 2202 |
|
|
2018
Q2 | $414K | Buy |
4,152
+91
| +2% | +$8.91K | ﹤0.01% | 2364 |
|
|
2018
Q1 | $392K | Buy |
+4,061
| New | +$408K | ﹤0.01% | 2366 |
|
Other funds holding PRI
VPM
VCM
BWA
