UMB Bank’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Sell |
429
-25
| -6% | -$6.84K | ﹤0.01% | 773 |
|
|
2025
Q1 | $129K | Buy |
454
+214
| +89% | +$60.9K | ﹤0.01% | 682 |
|
|
2024
Q4 | $65.1K | Buy |
240
+95
| +66% | +$25.8K | ﹤0.01% | 810 |
|
|
2024
Q3 | $38.4K | Buy |
145
+67
| +86% | +$17.8K | ﹤0.01% | 952 |
|
|
2024
Q2 | $18.5K | Sell |
78
-791
| -91% | -$187K | ﹤0.01% | 1091 |
|
|
2024
Q1 | $220K | Sell |
869
-621
| -42% | -$157K | ﹤0.01% | 549 |
|
|
2023
Q4 | $307K | Sell |
1,490
-24
| -2% | -$4.94K | ﹤0.01% | 490 |
|
|
2023
Q3 | $294K | Hold |
1,514
| – | – | ﹤0.01% | 487 |
|
|
2023
Q2 | $299K | Hold |
1,514
| – | – | ﹤0.01% | 497 |
|
|
2023
Q1 | $261K | Hold |
1,514
| – | – | ﹤0.01% | 517 |
|
|
2022
Q4 | $214K | Sell |
1,514
-90
| -6% | -$12.7K | ﹤0.01% | 569 |
|
|
2022
Q3 | $198K | Hold |
1,604
| – | – | ﹤0.01% | 606 |
|
|
2022
Q2 | $192K | Sell |
1,604
-4
| -0.2% | -$479 | ﹤0.01% | 635 |
|
|
2022
Q1 | $220K | Hold |
1,608
| – | – | ﹤0.01% | 637 |
|
|
2021
Q4 | $246K | Buy |
+1,608
| New | +$246K | ﹤0.01% | 626 |
|