Stratos Wealth Partners’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,240
| Closed | -$337K | – | 1483 |
|
|
2024
Q4 | $337K | Sell |
1,240
-69
| -5% | -$18.7K | ﹤0.01% | 1100 |
|
|
2024
Q3 | $347K | Sell |
1,309
-46
| -3% | -$12.2K | 0.01% | 1079 |
|
|
2024
Q2 | $321K | Sell |
1,355
-110
| -8% | -$26K | 0.01% | 1068 |
|
|
2024
Q1 | $371K | Hold |
1,465
| – | – | 0.01% | 1007 |
|
|
2023
Q4 | $301K | Hold |
1,465
| – | – | 0.01% | 1080 |
|
|
2023
Q3 | $284K | Buy |
+1,465
| New | +$284K | 0.01% | 1038 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | -$2K | – | 2066 |
|
|
2018
Q3 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 2723 |
|
|
2018
Q2 | – | Sell |
-109
| Closed | -$11K | – | 2161 |
|
|
2018
Q1 | $11K | Sell |
109
-172
| -61% | -$17.4K | ﹤0.01% | 2278 |
|
|
2017
Q4 | $29K | Buy |
+281
| New | +$29K | ﹤0.01% | 1774 |
|