Stifel Financial’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 | $8.63M | Sell |
34,452
-2,746
| -7% | -$708K | 0.01% | 1030 |
|
|
2025
Q4 | $9.61M | Sell |
37,198
-3,006
| -7% | -$784K | 0.01% | 972 |
|
|
2025
Q3 | $11.2M | Sell |
40,204
-4,699
| -10% | -$1.26M | 0.01% | 895 |
|
|
2025
Q2 | $12.3M | Buy |
44,903
+2,886
| +7% | +$765K | 0.01% | 793 |
|
|
2025
Q1 | $12M | Sell |
42,017
-22,266
| -35% | -$6.34M | 0.01% | 767 |
|
|
2024
Q4 | $17.4M | Buy |
64,283
+299
| +0.5% | +$84.8K | 0.02% | 615 |
|
|
2024
Q3 | $17M | Buy |
63,984
+333
| +0.5% | +$84.1K | 0.02% | 644 |
|
|
2024
Q2 | $15.1M | Sell |
63,651
-1,745
| -3% | -$396K | 0.02% | 642 |
|
|
2024
Q1 | $16.5M | Sell |
65,396
-1,722
| -3% | -$407K | 0.02% | 622 |
|
|
2023
Q4 | $13.8M | Buy |
67,118
+1,757
| +3% | +$359K | 0.02% | 653 |
|
|
2023
Q3 | $12.7M | Sell |
65,361
-667
| -1% | -$137K | 0.02% | 635 |
|
|
2023
Q2 | $13.1M | Sell |
66,028
-11,299
| -15% | -$2.07M | 0.02% | 615 |
|
|
2023
Q1 | $13.3M | Buy |
77,327
+8,015
| +12% | +$1.31M | 0.02% | 584 |
|
|
2022
Q4 | $9.83M | Sell |
69,312
-1,268
| -2% | -$177K | 0.01% | 666 |
|
|
2022
Q3 | $8.71M | Sell |
70,580
-1,194
| -2% | -$151K | 0.01% | 688 |
|
|
2022
Q2 | $8.59M | Buy |
71,774
+390
| +0.5% | +$49K | 0.01% | 714 |
|
|
2022
Q1 | $9.77M | Sell |
71,384
-65
| -0.1% | -$9.23K | 0.01% | 733 |
|
|
2021
Q4 | $11M | Buy |
71,449
+1,491
| +2% | +$236K | 0.01% | 702 |
|
|
2021
Q3 | $10.7M | Buy |
69,958
+6,876
| +11% | +$1.02M | 0.02% | 696 |
|
|
2021
Q2 | $9.66M | Buy |
63,082
+1,300
| +2% | +$205K | 0.01% | 723 |
|
|
2021
Q1 | $9.13M | Buy |
61,782
+709
| +1% | +$102K | 0.02% | 692 |
|
|
2020
Q4 | $8.18M | Sell |
61,073
-39,951
| -40% | -$5.02M | 0.01% | 659 |
|
|
2020
Q3 | $11.4M | Sell |
101,024
-5,489
| -5% | -$667K | 0.02% | 500 |
|
|
2020
Q2 | $12.4M | Buy |
106,513
+3,573
| +3% | +$380K | 0.03% | 443 |
|
|
2020
Q1 | $9.12M | Buy |
102,940
+9,898
| +11% | +$1.13M | 0.03% | 478 |
|
|
2019
Q4 | $12.1M | Buy |
93,042
+6,852
| +8% | +$885K | 0.03% | 535 |
|
|
2019
Q3 | $11M | Buy |
86,190
+10,052
| +13% | +$1.21M | 0.03% | 514 |
|
|
2019
Q2 | $9.14M | Buy |
76,138
+8,725
| +13% | +$1.08M | 0.02% | 602 |
|
|
2019
Q1 | $8.23M | Buy |
67,413
+938
| +1% | +$108K | 0.02% | 611 |
|
|
2018
Q4 | $6.5M | Sell |
66,475
-10,283
| -13% | -$1.14M | 0.02% | 647 |
|
|
2018
Q3 | $9.25M | Buy |
76,758
+4,631
| +6% | +$537K | 0.03% | 574 |
|
|
2018
Q2 | $7.17M | Buy |
72,127
+4,623
| +7% | +$452K | 0.02% | 646 |
|
|
2018
Q1 | $6.53M | Buy |
67,504
+8,933
| +15% | +$897K | 0.02% | 680 |
|
|
2017
Q4 | $5.96M | Buy |
58,571
+1,466
| +3% | +$140K | 0.02% | 706 |
|
|
2017
Q3 | $4.66M | Buy |
57,105
+3,086
| +6% | +$241K | 0.02% | 763 |
|
|
2017
Q2 | $4.09M | Buy |
54,019
+1,002
| +2% | +$78.6K | 0.02% | 796 |
|
|
2017
Q1 | $4.36M | Buy |
53,017
+7,377
| +16% | +$575K | 0.02% | 757 |
|
|
2016
Q4 | $3.15M | Sell |
45,640
-8,814
| -16% | -$560K | 0.01% | 841 |
|
|
2016
Q3 | $2.88M | Buy |
54,454
+3,985
| +8% | +$220K | 0.01% | 848 |
|
|
2016
Q2 | $2.89M | Buy |
50,469
+4,514
| +10% | +$234K | 0.01% | 836 |
|
|
2016
Q1 | $2.05M | Buy |
45,955
+3,131
| +7% | +$135K | 0.01% | 912 |
|
|
2015
Q4 | $2.02M | Sell |
42,824
-715
| -2% | -$35K | 0.01% | 959 |
|
|
2015
Q3 | $1.96M | Buy |
43,539
+6,938
| +19% | +$304K | 0.01% | 923 |
|
|
2015
Q2 | $1.67M | Buy |
36,601
+2,285
| +7% | +$107K | 0.01% | 1101 |
|
|
2015
Q1 | $1.75M | Buy |
34,316
+10,237
| +43% | +$532K | 0.01% | 999 |
|
|
2014
Q4 | $1.31M | Buy |
24,079
+3,784
| +19% | +$193K | 0.01% | 1132 |
|
|
2014
Q3 | $979K | Sell |
20,295
-6,200
| -23% | -$300K | 0.01% | 1141 |
|
|
2014
Q2 | $1.27M | Buy |
+26,495
| New | +$1.22M | 0.01% | 988 |
|
Other funds holding PRI
VPM
VCM
BWA
