Okabena Investment Services’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18
| Closed | -$3.49K | – | 135 |
|
|
2023
Q3 | $3.49K | Hold |
18
| – | – | ﹤0.01% | 96 |
|
|
2023
Q2 | $3.56K | Hold |
18
| – | – | ﹤0.01% | 149 |
|
|
2023
Q1 | $3.1K | Sell |
18
-1,009
| -98% | -$174K | ﹤0.01% | 144 |
|
|
2022
Q4 | $156K | Buy |
1,027
+294
| +40% | +$44.6K | 0.1% | 85 |
|
|
2022
Q3 | $90K | Sell |
733
-18
| -2% | -$2.21K | 0.04% | 122 |
|
|
2022
Q2 | $90K | Buy |
751
+74
| +11% | +$8.87K | 0.05% | 112 |
|
|
2022
Q1 | $93K | Hold |
677
| – | – | 0.04% | 115 |
|
|
2021
Q4 | $104K | Buy |
+677
| New | +$104K | 0.04% | 123 |
|