SVB Wealth’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
13,169
-8,845
| -40% | -$2.42M | 0.19% | 105 |
|
|
2025
Q1 | $6.26M | Sell |
22,014
-17,419
| -44% | -$4.96M | 0.26% | 52 |
|
|
2024
Q4 | $10.7M | Buy |
+39,433
| New | +$10.7M | 0.2% | 76 |
|
|
2024
Q3 | – | Sell |
-48,607
| Closed | -$11.5M | – | 449 |
|
|
2024
Q2 | $11.5M | Sell |
48,607
-1,908
| -4% | -$451K | 0.28% | 87 |
|
|
2024
Q1 | $12.8M | Sell |
50,515
-5,029
| -9% | -$1.27M | 0.28% | 89 |
|
|
2023
Q4 | $11.4M | Sell |
55,544
-18,942
| -25% | -$3.9M | 0.28% | 93 |
|
|
2023
Q3 | $14.5M | Sell |
74,486
-7,821
| -10% | -$1.52M | 0.32% | 77 |
|
|
2023
Q2 | $16.3M | Sell |
82,307
-20,193
| -20% | -$3.99M | 0.29% | 77 |
|
|
2023
Q1 | $17.7M | Sell |
102,500
-48,470
| -32% | -$8.35M | 0.25% | 85 |
|
|
2022
Q4 | $21.4M | Buy |
150,970
+1,335
| +0.9% | +$189K | 0.29% | 71 |
|
|
2022
Q3 | $18.5M | Sell |
149,635
-7,926
| -5% | -$978K | 0.27% | 74 |
|
|
2022
Q2 | $18.9M | Buy |
157,561
+2,830
| +2% | +$339K | 0.29% | 69 |
|
|
2022
Q1 | $21.2M | Buy |
154,731
+19,359
| +14% | +$2.65M | 0.28% | 69 |
|
|
2021
Q4 | $20.7M | Buy |
135,372
+5,748
| +4% | +$881K | 0.34% | 70 |
|
|
2021
Q3 | $19.9M | Buy |
+129,624
| New | +$19.9M | 0.26% | 74 |
|