Robertson Stephens Wealth Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
884
-297
| -25% | -$81.3K | 0.01% | 494 |
|
|
2025
Q1 | $336K | Sell |
1,181
-505
| -30% | -$144K | 0.01% | 428 |
|
|
2024
Q4 | $458K | Buy |
1,686
+224
| +15% | +$60.8K | 0.02% | 370 |
|
|
2024
Q3 | $388K | Buy |
1,462
+47
| +3% | +$12.5K | 0.01% | 465 |
|
|
2024
Q2 | $335K | Buy |
1,415
+4
| +0.3% | +$946 | 0.02% | 393 |
|
|
2024
Q1 | $357K | Buy |
+1,411
| New | +$357K | 0.02% | 398 |
|