Sendero 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 | $786K | Hold |
2,871
| – | – | 0.1% | 117 |
|
|
2025
Q1 | $817K | Buy |
2,871
+427
| +17% | +$121K | 0.11% | 106 |
|
|
2024
Q4 | $663K | Hold |
2,444
| – | – | 0.1% | 111 |
|
|
2024
Q3 | $648K | Hold |
2,444
| – | – | 0.1% | 103 |
|
|
2024
Q2 | $578K | Hold |
2,444
| – | – | 0.1% | 113 |
|
|
2024
Q1 | $618K | Hold |
2,444
| – | – | 0.11% | 111 |
|
|
2023
Q4 | $503K | Buy |
2,444
+225
| +10% | +$46.3K | 0.09% | 116 |
|
|
2023
Q3 | $431K | Sell |
2,219
-606
| -21% | -$118K | 0.09% | 117 |
|
|
2023
Q2 | $559K | Buy |
2,825
+441
| +18% | +$87.2K | 0.12% | 99 |
|
|
2023
Q1 | $411K | Buy |
2,384
+420
| +21% | +$72.3K | 0.13% | 76 |
|
|
2022
Q4 | $279K | Buy |
+1,964
| New | +$279K | 0.1% | 88 |
|