OneDigital 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 | $1.55M | Sell |
5,652
-26
| -0.5% | -$7.12K | 0.02% | 507 |
|
|
2025
Q1 | $1.62M | Buy |
5,678
+512
| +10% | +$146K | 0.02% | 456 |
|
|
2024
Q4 | $1.4M | Sell |
5,166
-264
| -5% | -$71.7K | 0.02% | 523 |
|
|
2024
Q3 | $1.44M | Buy |
5,430
+86
| +2% | +$22.8K | 0.02% | 547 |
|
|
2024
Q2 | $1.26M | Buy |
5,344
+88
| +2% | +$20.8K | 0.02% | 542 |
|
|
2024
Q1 | $1.33M | Buy |
5,256
+88
| +2% | +$22.3K | 0.02% | 428 |
|
|
2023
Q4 | $1.06M | Sell |
5,168
-160
| -3% | -$32.9K | 0.02% | 456 |
|
|
2023
Q3 | $1.03M | Buy |
5,328
+4
| +0.1% | +$776 | 0.02% | 416 |
|
|
2023
Q2 | $1.05M | Buy |
5,324
+62
| +1% | +$12.3K | 0.02% | 402 |
|
|
2023
Q1 | $906K | Buy |
+5,262
| New | +$906K | 0.02% | 414 |
|
|
2019
Q3 | – | Sell |
-294
| Closed | -$35K | – | 966 |
|
|
2019
Q2 | $35K | Hold |
294
| – | – | ﹤0.01% | 644 |
|
|
2019
Q1 | $36K | Hold |
294
| – | – | 0.01% | 566 |
|
|
2018
Q4 | $29K | Buy |
+294
| New | +$29K | ﹤0.01% | 588 |
|
|
2018
Q3 | – | Sell |
-294
| Closed | -$29K | – | 1162 |
|
|
2018
Q2 | $29K | Hold |
294
| – | – | 0.01% | 678 |
|
|
2018
Q1 | $28K | Hold |
294
| – | – | 0.01% | 688 |
|
|
2017
Q4 | $30K | Hold |
294
| – | – | ﹤0.01% | 660 |
|
|
2017
Q3 | $24K | Hold |
294
| – | – | 0.01% | 587 |
|
|
2017
Q2 | $22K | Buy |
+294
| New | +$22K | 0.01% | 716 |
|