Oak Thistle LLC’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,936
| Closed | -$1.34M | – | 534 |
|
|
2024
Q4 | $1.34M | Buy |
4,936
+1,943
| +65% | +$527K | 0.4% | 73 |
|
|
2024
Q3 | $794K | Buy |
+2,993
| New | +$794K | 0.26% | 157 |
|
|
2023
Q4 | – | Sell |
-3,128
| Closed | -$607K | – | 606 |
|
|
2023
Q3 | $607K | Sell |
3,128
-1,096
| -26% | -$213K | 0.18% | 237 |
|
|
2023
Q2 | $835K | Buy |
4,224
+2,321
| +122% | +$459K | 0.44% | 63 |
|
|
2023
Q1 | $328K | Buy |
+1,903
| New | +$328K | 0.19% | 237 |
|