Riverwater Partners’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
1,004
+4
| +0.4% | +$1.1K | 0.13% | 177 |
|
|
2025
Q1 | $285K | Sell |
1,000
-50
| -5% | -$14.2K | 0.15% | 162 |
|
|
2024
Q4 | $285K | Hold |
1,050
| – | – | 0.14% | 175 |
|
|
2024
Q3 | $279K | Hold |
1,050
| – | – | 0.14% | 172 |
|
|
2024
Q2 | $248K | Sell |
1,050
-60
| -5% | -$14.2K | 0.18% | 156 |
|
|
2024
Q1 | $281K | Hold |
1,110
| – | – | 0.21% | 157 |
|
|
2023
Q4 | $228K | Sell |
1,110
-532
| -32% | -$109K | 0.18% | 176 |
|
|
2023
Q3 | $319K | Sell |
1,642
-195
| -11% | -$37.8K | 0.29% | 121 |
|
|
2023
Q2 | $363K | Hold |
1,837
| – | – | 0.32% | 99 |
|
|
2023
Q1 | $316K | Hold |
1,837
| – | – | 0.29% | 108 |
|
|
2022
Q4 | $261K | Hold |
1,837
| – | – | 0.22% | 146 |
|
|
2022
Q3 | $227K | Buy |
+1,837
| New | +$227K | 0.23% | 156 |
|
|
2022
Q1 | – | Sell |
-1,316
| Closed | -$202K | – | 188 |
|
|
2021
Q4 | $202K | Buy |
+1,316
| New | +$202K | 0.18% | 204 |
|