Moneta Group Investment Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
6,604
+3,618
| +121% | +$990K | 0.02% | 238 |
|
|
2025
Q1 | $850K | Sell |
2,986
-19
| -0.6% | -$5.41K | 0.01% | 310 |
|
|
2024
Q4 | $816K | Sell |
3,005
-25
| -0.8% | -$6.79K | 0.01% | 307 |
|
|
2024
Q3 | $803K | Sell |
3,030
-26
| -0.9% | -$6.89K | 0.01% | 309 |
|
|
2024
Q2 | $723K | Buy |
3,056
+1,733
| +131% | +$410K | 0.01% | 321 |
|
|
2024
Q1 | $335K | Buy |
1,323
+59
| +5% | +$14.9K | 0.01% | 452 |
|
|
2023
Q4 | $260K | Buy |
1,264
+26
| +2% | +$5.35K | 0.01% | 474 |
|
|
2023
Q3 | $240K | Hold |
1,238
| – | – | 0.01% | 449 |
|
|
2023
Q2 | $245K | Hold |
1,238
| – | – | 0.01% | 462 |
|
|
2023
Q1 | $213K | Buy |
+1,238
| New | +$213K | 0.01% | 486 |
|
|
2022
Q1 | – | Sell |
-1,931
| Closed | -$296K | – | 484 |
|
|
2021
Q4 | $296K | Buy |
1,931
+271
| +16% | +$41.5K | 0.01% | 383 |
|
|
2021
Q3 | $255K | Buy |
1,660
+21
| +1% | +$3.23K | 0.01% | 388 |
|
|
2021
Q2 | $251K | Buy |
1,639
+2
| +0.1% | +$306 | 0.01% | 392 |
|
|
2021
Q1 | $242K | Buy |
+1,637
| New | +$242K | 0.01% | 372 |
|