MAI Capital 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 | $62.1K | Buy |
227
+140
| +161% | +$38.3K | ﹤0.01% | 1643 |
|
|
2025
Q1 | $24.8K | Sell |
87
-9
| -9% | -$2.56K | ﹤0.01% | 1963 |
|
|
2024
Q4 | $26.1K | Buy |
+96
| New | +$26.1K | ﹤0.01% | 1970 |
|
|
2024
Q3 | – | Sell |
-1,517
| Closed | -$359K | – | 1172 |
|
|
2024
Q2 | $359K | Buy |
1,517
+170
| +13% | +$40.2K | ﹤0.01% | 910 |
|
|
2024
Q1 | $341K | Buy |
1,347
+3
| +0.2% | +$759 | ﹤0.01% | 902 |
|
|
2023
Q4 | $277K | Buy |
1,344
+288
| +27% | +$59.3K | ﹤0.01% | 876 |
|
|
2023
Q3 | $205K | Buy |
+1,056
| New | +$205K | ﹤0.01% | 936 |
|