Simplex Trading’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
$125K Buy
+500
New +$129K ﹤0.01% 4819
2025
Q3
Sell
-300
Closed -$82K 9834
2025
Q2
$82K Hold
300
﹤0.01% 5430
2025
Q1
$85K Buy
300
+100
+50% +$28.5K ﹤0.01% 5227
2024
Q4
$54K Buy
+200
New +$56.7K ﹤0.01% 5801
2024
Q3
Sell
-200
Closed -$47K 9330
2024
Q2
$47K Buy
+200
New +$45.4K ﹤0.01% 6157
2023
Q4
Sell
-4,300
Closed -$834K 9594
2023
Q3
$834K Sell
4,300
-1,900
-31% -$389K ﹤0.01% 2863
2023
Q2
$1.23M Hold
6,200
﹤0.01% 2410
2023
Q1
$1.07M Buy
6,200
+5,700
+1,140% +$934K ﹤0.01% 2535
2022
Q4
$70K Sell
500
-1,300
-72% -$181K ﹤0.01% 5474
2022
Q3
$222K Buy
+1,800
New +$228K ﹤0.01% 4474
2022
Q1
Sell
-100
Closed -$15K 11184
2021
Q4
$15K Buy
+100
New +$15.9K ﹤0.01% 8696
2021
Q1
Sell
-3
Closed -$40K 9783
2020
Q4
$40K Sell
3
-7
-70% -$879 ﹤0.01% 6406
2020
Q3
$113K Sell
10
-19
-66% -$2.31K ﹤0.01% 4775
2020
Q2
$338K Sell
29
-64
-69% -$6.81K ﹤0.01% 3382
2020
Q1
$822K Buy
93
+71
+323% +$8.12K ﹤0.01% 2063
2019
Q4
$287K Buy
22
+19
+633% +$2.45K ﹤0.01% 3335
2019
Q3
$38K Buy
+3
New +$362 ﹤0.01% 5282
2019
Q2
Sell
-1
Closed -$12K 7625
2019
Q1
$12K Sell
1
-78
-99% -$8.98K ﹤0.01% 6055
2018
Q4
$771K Buy
79
+69
+690% +$7.67K ﹤0.01% 1856
2018
Q3
$120K Sell
10
-11
-52% -$1.27K ﹤0.01% 4240
2018
Q2
$209K Buy
+21
New +$2.06K ﹤0.01% 3435
2018
Q1
Sell
-11
Closed -$14K 6715
2017
Q4
$14K Buy
11
+9
+450% +$858 ﹤0.01% 3637
2017
Q3
$1K Sell
2
-1
-33% -$78 ﹤0.01% 5542
2017
Q2
$1K Buy
+3
New +$235 ﹤0.01% 5691
2017
Q1
Sell
-49
Closed -$76K 6661
2016
Q4
$76K Buy
+49
New +$3.12K ﹤0.01% 1764

Other funds holding PRI

Simplex Trading's PRI Position: Q3 2025 in Review

Simplex Trading sold out of Primerica (PRI) in Q3 2025, closing a stake of 99 shares — an estimated $27K sold.

Simplex Trading first reported a position in PRI in Q1 2015 and held it in 18 quarters. The position peaked at $279K in Q2 2023. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • Simplex Trading reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 99 Primerica shares in Q3 2025, an estimated $27K.
  • Simplex Trading first reported a position in Primerica in Q1 2015 and held it in 18 quarters.
  • Simplex Trading's Primerica position peaked at $279K in Q2 2023.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.