Prana Capital Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.94M | Sell |
19,740
-49,070
| -71% | -$12.7M | 0.15% | 82 |
|
|
2025
Q4 | $17.8M | Buy |
68,810
+1,894
| +3% | +$494K | 0.65% | 41 |
|
|
2025
Q3 | $18.6M | Buy |
66,916
+12,432
| +23% | +$3.34M | 0.62% | 40 |
|
|
2025
Q2 | $14.9M | Buy |
54,484
+23,948
| +78% | +$6.35M | 0.54% | 48 |
|
|
2025
Q1 | $8.69M | Buy |
+30,536
| New | +$8.7M | 0.35% | 59 |
|
|
2024
Q2 | – | Sell |
-17,438
| Closed | -$4.41M | – | 104 |
|
|
2024
Q1 | $4.41M | Sell |
17,438
-13,029
| -43% | -$3.08M | 0.2% | 64 |
|
|
2023
Q4 | $6.27M | Buy |
+30,467
| New | +$6.23M | 0.37% | 58 |
|
|
2023
Q1 | – | Sell |
-4,654
| Closed | -$660K | – | 105 |
|
|
2022
Q4 | $660K | Buy |
4,654
+7
| +0.2% | +$975 | 0.05% | 79 |
|
|
2022
Q3 | $574K | Sell |
4,647
-2,602
| -36% | -$330K | 0.04% | 74 |
|
|
2022
Q2 | $868K | Buy |
7,249
+3,182
| +78% | +$400K | 0.07% | 77 |
|
|
2022
Q1 | $556K | Buy |
+4,067
| New | +$577K | 0.04% | 73 |
|
|
2020
Q4 | – | Sell |
-4,300
| Closed | -$487K | – | 81 |
|
|
2020
Q3 | $487K | Buy |
+4,300
| New | +$522K | 0.08% | 50 |
|
|
2020
Q2 | – | Sell |
-43,230
| Closed | -$3.83M | – | 65 |
|
|
2020
Q1 | $3.83M | Buy |
43,230
+30,512
| +240% | +$3.49M | 1.11% | 30 |
|
|
2019
Q4 | $1.66M | Sell |
12,718
-17,933
| -59% | -$2.32M | 0.24% | 44 |
|
|
2019
Q3 | $3.9M | Sell |
30,651
-54,903
| -64% | -$6.63M | 0.7% | 43 |
|
|
2019
Q2 | $10.3M | Buy |
+85,554
| New | +$10.6M | 1.84% | 20 |
|
|
2018
Q4 | – | Sell |
-26,276
| Closed | -$3.17M | – | 51 |
|
|
2018
Q3 | $3.17M | Sell |
26,276
-96,773
| -79% | -$11.2M | 0.69% | 28 |
|
|
2018
Q2 | $12.3M | Buy |
+123,049
| New | +$12M | 3.27% | 9 |
|
Other funds holding PRI
VPM
VCM
BWA
