LPL Financial’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Buy |
22,344
+12,309
| +123% | +$3.37M | ﹤0.01% | 2145 |
|
|
2025
Q1 | $2.86M | Sell |
10,035
-453
| -4% | -$129K | ﹤0.01% | 2606 |
|
|
2024
Q4 | $2.85M | Buy |
10,488
+4,307
| +70% | +$1.17M | ﹤0.01% | 2522 |
|
|
2024
Q3 | $1.64M | Buy |
6,181
+620
| +11% | +$164K | ﹤0.01% | 2891 |
|
|
2024
Q2 | $1.32M | Sell |
5,561
-78
| -1% | -$18.5K | ﹤0.01% | 2956 |
|
|
2024
Q1 | $1.43M | Sell |
5,639
-151
| -3% | -$38.2K | ﹤0.01% | 2841 |
|
|
2023
Q4 | $1.19M | Sell |
5,790
-412
| -7% | -$84.8K | ﹤0.01% | 2870 |
|
|
2023
Q3 | $1.2M | Buy |
6,202
+400
| +7% | +$77.6K | ﹤0.01% | 2723 |
|
|
2023
Q2 | $1.15M | Sell |
5,802
-80
| -1% | -$15.8K | ﹤0.01% | 2716 |
|
|
2023
Q1 | $1.01M | Buy |
5,882
+66
| +1% | +$11.4K | ﹤0.01% | 2737 |
|
|
2022
Q4 | $825K | Buy |
5,816
+326
| +6% | +$46.2K | ﹤0.01% | 2780 |
|
|
2022
Q3 | $678K | Buy |
5,490
+107
| +2% | +$13.2K | ﹤0.01% | 2854 |
|
|
2022
Q2 | $644K | Sell |
5,383
-159
| -3% | -$19K | ﹤0.01% | 2964 |
|
|
2022
Q1 | $758K | Buy |
5,542
+300
| +6% | +$41K | ﹤0.01% | 2837 |
|
|
2021
Q4 | $803K | Buy |
5,242
+773
| +17% | +$118K | ﹤0.01% | 2843 |
|
|
2021
Q3 | $687K | Buy |
4,469
+1,063
| +31% | +$163K | ﹤0.01% | 2910 |
|
|
2021
Q2 | $522K | Buy |
3,406
+262
| +8% | +$40.2K | ﹤0.01% | 3110 |
|
|
2021
Q1 | $465K | Sell |
3,144
-204
| -6% | -$30.2K | ﹤0.01% | 3072 |
|
|
2020
Q4 | $448K | Sell |
3,348
-340
| -9% | -$45.5K | ﹤0.01% | 2847 |
|
|
2020
Q3 | $417K | Sell |
3,688
-2,551
| -41% | -$288K | ﹤0.01% | 2611 |
|
|
2020
Q2 | $727K | Buy |
6,239
+92
| +1% | +$10.7K | ﹤0.01% | 2078 |
|
|
2020
Q1 | $544K | Sell |
6,147
-1,297
| -17% | -$115K | ﹤0.01% | 2041 |
|
|
2019
Q4 | $972K | Buy |
7,444
+2,741
| +58% | +$358K | ﹤0.01% | 1856 |
|
|
2019
Q3 | $598K | Buy |
4,703
+128
| +3% | +$16.3K | ﹤0.01% | 2127 |
|
|
2019
Q2 | $549K | Buy |
4,575
+971
| +27% | +$117K | ﹤0.01% | 2208 |
|
|
2019
Q1 | $440K | Sell |
3,604
-445
| -11% | -$54.3K | ﹤0.01% | 2321 |
|
|
2018
Q4 | $396K | Sell |
4,049
-268
| -6% | -$26.2K | ﹤0.01% | 2223 |
|
|
2018
Q3 | $520K | Buy |
4,317
+165
| +4% | +$19.9K | ﹤0.01% | 2194 |
|
|
2018
Q2 | $414K | Buy |
4,152
+91
| +2% | +$9.07K | ﹤0.01% | 2348 |
|
|
2018
Q1 | $392K | Buy |
+4,061
| New | +$392K | ﹤0.01% | 2349 |
|