Mount Yale 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 | $173K | Buy |
+631
| New | +$173K | 0.01% | 561 |
|
|
2023
Q4 | – | Sell |
-1,074
| Closed | -$208K | – | 530 |
|
|
2023
Q3 | $208K | Sell |
1,074
-267
| -20% | -$51.8K | 0.02% | 467 |
|
|
2023
Q2 | $265K | Sell |
1,341
-105
| -7% | -$20.8K | 0.03% | 416 |
|
|
2023
Q1 | $249K | Sell |
1,446
-198
| -12% | -$34.1K | 0.03% | 420 |
|
|
2022
Q4 | $233K | Buy |
+1,644
| New | +$233K | 0.03% | 409 |
|
|
2021
Q1 | – | Sell |
-1,599
| Closed | -$214K | – | 443 |
|
|
2020
Q4 | $214K | Buy |
+1,599
| New | +$214K | 0.03% | 365 |
|
|
2019
Q2 | – | Sell |
-2,295
| Closed | -$280K | – | 321 |
|
|
2019
Q1 | $280K | Sell |
2,295
-33
| -1% | -$4.03K | 0.05% | 266 |
|
|
2018
Q4 | $269K | Sell |
2,328
-243
| -9% | -$28.1K | 0.05% | 267 |
|
|
2018
Q3 | $300K | Sell |
2,571
-163
| -6% | -$19K | 0.05% | 254 |
|
|
2018
Q2 | $272K | Sell |
2,734
-14
| -0.5% | -$1.39K | 0.05% | 267 |
|
|
2018
Q1 | $265K | Buy |
+2,748
| New | +$265K | 0.06% | 256 |
|