Clearstead Advisors’s Primerica PRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$50.9K	Buy	186 +96	+107%	+$26.3K	﹤0.01%	1284
2025 Q1	$25.6K	Buy	+90	New	+$25.6K	﹤0.01%	1350
2024 Q4	–	Sell	-4	Closed	-$1.06K	–	2088
2024 Q3	$1.06K	Buy	+4	New	+$1.06K	﹤0.01%	1909