Moneta Group Investment Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $850K | Sell |
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|
2024
Q4 | $816K | Sell |
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|
2024
Q3 | $803K | Sell |
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|
2024
Q2 | $723K | Buy |
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|
2024
Q1 | $335K | Buy |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $245K | Hold |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $296K | Buy |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $251K | Buy |
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|
2021
Q1 | $242K | Buy |
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