Sugarloaf Wealth Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $226K | Sell |
831
-31
| -4% | -$8.41K | 0.04% | 151 |
|
|
2024
Q3 | $229K | Hold |
862
| – | – | 0.04% | 147 |
|
|
2024
Q2 | $204K | Hold |
862
| – | – | 0.04% | 145 |
|
|
2024
Q1 | $218K | Hold |
862
| – | – | 0.05% | 137 |
|
|
2023
Q4 | $177K | Hold |
862
| – | – | 0.04% | 156 |
|
|
2023
Q3 | $167K | Sell |
862
-200
| -19% | -$38.8K | 0.04% | 149 |
|
|
2023
Q2 | $210K | Hold |
1,062
| – | – | 0.05% | 128 |
|
|
2023
Q1 | $183K | Hold |
1,062
| – | – | 0.05% | 137 |
|
|
2022
Q4 | $151K | Hold |
1,062
| – | – | 0.04% | 153 |
|
|
2022
Q3 | $132K | Hold |
1,062
| – | – | 0.03% | 165 |
|
|
2022
Q2 | $127K | Buy |
+1,062
| New | +$127K | 0.03% | 163 |
|