SkyOak Wealth’s Presurance Holdings PRHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.39K | Hold |
2,353
| – | – | ﹤0.01% | 255 |
|
|
2025
Q4 | $11.7K | Hold |
2,353
| – | – | ﹤0.01% | 250 |
|
|
2025
Q3 | $20.3K | Hold |
2,353
| – | – | ﹤0.01% | 248 |
|
|
2025
Q2 | $12.8K | Hold |
2,353
| – | – | ﹤0.01% | 244 |
|
|
2025
Q1 | $8.42K | Hold |
2,353
| – | – | ﹤0.01% | 241 |
|
|
2024
Q4 | $18.8K | Hold |
2,353
| – | – | ﹤0.01% | 251 |
|
|
2024
Q3 | $18K | Hold |
2,353
| – | – | ﹤0.01% | 238 |
|
|
2024
Q2 | $14.1K | Hold |
2,353
| – | – | ﹤0.01% | 241 |
|
|
2024
Q1 | $18.6K | Sell |
2,353
-147
| -6% | -$1.26K | ﹤0.01% | 244 |
|
|
2023
Q4 | $18.4K | Hold |
2,500
| – | – | ﹤0.01% | 235 |
|
|
2023
Q3 | $22.2K | Hold |
2,500
| – | – | 0.01% | 232 |
|
|
2023
Q2 | $29.8K | Hold |
2,500
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $26.4K | Hold |
2,500
| – | – | 0.01% | 246 |
|
|
2022
Q4 | $27.5K | Hold |
2,500
| – | – | 0.01% | 222 |
|
|
2022
Q3 | $28K | Hold |
2,500
| – | – | 0.01% | 213 |
|
|
2022
Q2 | $27K | Sell |
2,500
-286
| -10% | -$3.81K | 0.01% | 217 |
|
|
2022
Q1 | $46K | Hold |
2,786
| – | – | 0.01% | 236 |
|
|
2021
Q4 | $45K | Sell |
2,786
-285
| -9% | -$5.04K | 0.01% | 242 |
|
|
2021
Q3 | $62K | Hold |
3,071
| – | – | 0.02% | 229 |
|
|
2021
Q2 | $63K | Hold |
3,071
| – | – | 0.02% | 233 |
|
|
2021
Q1 | $71K | Hold |
3,071
| – | – | 0.02% | 231 |
|
|
2020
Q4 | $71K | Sell |
3,071
-1,834
| -37% | -$32.8K | 0.02% | 213 |
|
|
2020
Q3 | $99K | Hold |
4,905
| – | – | 0.04% | 197 |
|
|
2020
Q2 | $94K | Sell |
4,905
-143
| -3% | -$3.03K | 0.03% | 233 |
|
|
2020
Q1 | $106K | Sell |
5,048
-1,150
| -19% | -$28.3K | 0.05% | 198 |
|
|
2019
Q4 | $174K | Buy |
+6,198
| New | +$168K | 0.05% | 298 |
|
Other funds holding PRHI
NRG
VCM
XT
VFT
CA