WBI Investments’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
7,559
-2,529
| -25% | -$692K | 0.54% | 45 |
|
|
2025
Q1 | $2.87M | Buy |
+10,088
| New | +$2.87M | 0.76% | 28 |
|
|
2024
Q4 | – | Sell |
-6,355
| Closed | -$1.69M | – | 276 |
|
|
2024
Q3 | $1.69M | Sell |
6,355
-2,930
| -32% | -$777K | 0.4% | 71 |
|
|
2024
Q2 | $2.2M | Buy |
+9,285
| New | +$2.2M | 0.53% | 56 |
|
|
2021
Q4 | – | Sell |
-4,270
| Closed | -$613K | – | 222 |
|
|
2021
Q3 | $613K | Buy |
+4,270
| New | +$613K | 0.1% | 124 |
|
|
2021
Q2 | – | Sell |
-22,187
| Closed | -$3.28M | – | 229 |
|
|
2021
Q1 | $3.28M | Buy |
+22,187
| New | +$3.28M | 0.52% | 43 |
|
|
2019
Q4 | – | Sell |
-8,921
| Closed | -$1.14M | – | 244 |
|
|
2019
Q3 | $1.14M | Buy |
8,921
+4,423
| +98% | +$563K | 0.11% | 123 |
|
|
2019
Q2 | $540K | Buy |
+4,498
| New | +$540K | 0.05% | 185 |
|
|
2018
Q3 | – | Sell |
-41,554
| Closed | -$4.14M | – | 319 |
|
|
2018
Q2 | $4.14M | Sell |
41,554
-20,578
| -33% | -$2.05M | 0.22% | 79 |
|
|
2018
Q1 | $6M | Buy |
+62,132
| New | +$6M | 0.31% | 65 |
|
|
2017
Q2 | – | Sell |
-40,289
| Closed | -$3.31M | – | 351 |
|
|
2017
Q1 | $3.31M | Buy |
+40,289
| New | +$3.31M | 0.15% | 111 |
|
|
2016
Q4 | – | Sell |
-33,840
| Closed | -$1.8M | – | 370 |
|
|
2016
Q3 | $1.8M | Buy |
+33,840
| New | +$1.8M | 0.07% | 175 |
|
|
2016
Q1 | – | Sell |
-109,767
| Closed | -$5.18M | – | 206 |
|
|
2015
Q4 | $5.18M | Buy |
+109,767
| New | +$5.18M | 0.15% | 111 |
|