Steward Partners Investment Advisory, LLC Primerica, Inc. Transaction History

Steward Partners Investment Advisory, LLC

$9.37 Billion
Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Primerica, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,512 shares of PRI stock, worth $390,852. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,512

Previous 1,512 -0.0%

Holding current value

$390,852

Previous $382,000 6.54%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$206.01 - $256.18 $18,746 - $23,312	-91 Reduced 5.68%	1,512 $382,000
Q4 2023 Feb 12, 2024	BUY	$188.95 - $214.45 $28,153 - $31,953	149 Added 10.25%	1,603 $329,000
Q3 2023 Nov 13, 2023	BUY	$194.01 - $216.8 $36,085 - $40,324	186 Added 14.67%	1,454 $282,000
Q2 2023 Aug 14, 2023	SELL	$167.79 - $198.15 $1,845 - $2,179	-11 Reduced 0.86%	1,268 $250,000
Q1 2023 May 15, 2023	BUY	$141.95 - $191.94 $58,483 - $79,079	412 Added 47.52%	1,279 $220,000
Q4 2022 Feb 15, 2023	BUY	$127.17 - $149.03 $54,937 - $64,380	432 Added 99.31%	867 $122,000
Q3 2022 Nov 10, 2022	BUY	$116.34 - $137.87 $2,559 - $3,033	22 Added 5.33%	435 $54,000
Q2 2022 Aug 04, 2022	SELL	$110.93 - $140.63 $8,097 - $10,265	-73 Reduced 15.02%	413 $49,000
Q1 2022 May 02, 2022	SELL	$121.81 - $156.99 $1,705 - $2,197	-14 Reduced 2.8%	486 $66,000
Q4 2021 Feb 08, 2022	BUY	$143.1 - $177.14 $14,882 - $18,422	104 Added 26.26%	500 $77,000
Q4 2020 Feb 11, 2021	BUY	$109.5 - $140.09 $1,971 - $2,521	18 Added 4.76%	396 $53,000
Q3 2020 Oct 30, 2020	BUY	$109.27 - $135.8 $23,930 - $29,740	219 Added 137.74%	378 $43,000
Q2 2020 Aug 06, 2020	SELL	$80.69 - $130.04 $2,985 - $4,811	-37 Reduced 18.88%	159 $19,000
Q1 2020 Apr 29, 2020	BUY	$62.35 - $136.89 $2,618 - $5,749	42 Added 27.27%	196 $17,000
Q3 2019 Oct 30, 2019	BUY	$109.6 - $129.12 $2,959 - $3,486	27 Added 21.26%	154 $19,000
Q2 2019 Jul 25, 2019	BUY	$114.86 - $131.56 $14,587 - $16,708	127 New	127 $15,000
Q4 2018 Jan 15, 2019	SELL	$91.38 - $122.12 $8,772 - $11,723	-96 Closed	0 $0
Q3 2018 Oct 23, 2018	BUY	$101.0 - $127.7 $5,050 - $6,385	50 Added 108.7%	96 $12,000
Q3 2017 Nov 22, 2017	SELL	$72.15 - $82.2 $937 - $1,068	-13 Reduced 22.03%	46 $3,000
Q2 2017 Nov 22, 2017	BUY	N/A	39 Added 195.0%	59 $4,000
Q4 2016 Nov 22, 2017	BUY	N/A	20	20 $1,000

Others Institutions Holding PRI

# of Institutions

436

Shares Held

28.8M

Call Options Held

8.6K

Put Options Held

26.8K

View Full List

About Primerica, Inc.

Ticker PRI
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 37,453,100
Market Cap $9.68B
Description
Primerica, Inc., together with its subsidiaries, provides financial products to middle-income households in the United States and Canada. The company operates in four segments: Term Life Insurance; Investment and Savings Products; Senior Health; and Corporate and Other Distributed Products. The Term Life Insurance segment underwrites individual ...

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Steward Partners Investment Advisory, LLC Primerica, Inc. Transaction History