Pathstone Holdings’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.07M | Sell |
14,877
-11,638
| -44% | -$3.18M | 0.02% | 624 |
|
2025
Q1 | $7.54M | Buy |
26,515
+12,712
| +92% | +$3.62M | 0.03% | 426 |
|
2024
Q4 | $3.75M | Buy |
13,803
+2,073
| +18% | +$563K | 0.02% | 656 |
|
2024
Q3 | $3.11M | Sell |
11,730
-338
| -3% | -$89.6K | 0.01% | 746 |
|
2024
Q2 | $2.86M | Sell |
12,068
-4,609
| -28% | -$1.09M | 0.01% | 761 |
|
2024
Q1 | $4.22M | Buy |
16,677
+3,158
| +23% | +$799K | 0.02% | 565 |
|
2023
Q4 | $2.78M | Buy |
+13,519
| New | +$2.78M | 0.01% | 620 |
|