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
2026 Q1	$1.44M	Sell	5,739 -101	-2%	-$26K	0.01%	309
2025 Q4	$1.51M	Sell	5,840 -2	-0%	-$522	0.01%	299
2025 Q3	$1.62M	Sell	5,842 -762	-12%	-$205K	0.01%	283
2025 Q2	$1.81M	Buy	6,604 +3,618	+121%	+$959K	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%	-$7.09K	0.01%	307
2024 Q3	$803K	Sell	3,030 -26	-0.9%	-$6.57K	0.01%	309
2024 Q2	$723K	Buy	3,056 +1,733	+131%	+$393K	0.01%	321
2024 Q1	$335K	Buy	1,323 +59	+5%	+$14K	0.01%	452
2023 Q4	$260K	Buy	1,264 +26	+2%	+$5.31K	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	+$203K	0.01%	486
2022 Q1	–	Sell	-1,931	Closed	-$296K	–	484
2021 Q4	$296K	Buy	1,931 +271	+16%	+$43K	0.01%	383
2021 Q3	$255K	Buy	1,660 +21	+1%	+$3.13K	0.01%	388
2021 Q2	$251K	Buy	1,639 +2	+0.1%	+$316	0.01%	392
2021 Q1	$242K	Buy	+1,637	New	+$235K	0.01%	372