Shelton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Hold |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $346K | Sell |
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|
2024
Q3 | $364K | Hold |
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|
2024
Q2 | $324K | Sell |
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|
2024
Q1 | $382K | Hold |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $343K | Sell |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $343K | Hold |
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|
2021
Q2 | $342K | Hold |
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|
2021
Q1 | $330K | Hold |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $281K | Sell |
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|
2020
Q1 | $236K | Hold |
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|
2019
Q4 | $349K | Sell |
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|
2019
Q3 | $368K | Hold |
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|
2019
Q2 | $347K | Buy |
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|
2019
Q1 | $3.13K | Sell |
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|
2018
Q4 | $306K | Hold |
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|
2018
Q3 | $377K | Hold |
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|
2018
Q2 | $312K | Hold |
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|
2018
Q1 | $302K | Sell |
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|
2017
Q4 | $355K | Hold |
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|
2017
Q3 | $285K | Hold |
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|
2017
Q2 | $265K | Hold |
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|
2017
Q1 | $287K | Sell |
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|
2016
Q4 | $352K | Hold |
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|
2016
Q3 | $270K | Hold |
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|
2016
Q2 | $291K | Hold |
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|
2016
Q1 | $227K | Hold |
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|
2015
Q4 | $240K | Hold |
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|
2015
Q3 | $229K | Hold |
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|
2015
Q2 | $232K | Hold |
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|
2015
Q1 | $259K | Hold |
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|
2014
Q4 | $276K | Hold |
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|
2014
Q3 | $245K | Hold |
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|
2014
Q2 | $243K | Hold |
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|
2014
Q1 | $240K | Hold |
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|
2013
Q4 | $218K | Hold |
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|
2013
Q3 | $205K | Buy |
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