Farther Finance 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 | $419K | Sell |
1,532
-382
| -20% | -$105K | 0.01% | 988 |
|
2025
Q1 | $551K | Buy |
1,914
+145
| +8% | +$41.8K | 0.01% | 740 |
|
2024
Q4 | $480K | Buy |
1,769
+1,368
| +341% | +$371K | 0.02% | 602 |
|
2024
Q3 | $106K | Buy |
401
+19
| +5% | +$5.04K | ﹤0.01% | 1274 |
|
2024
Q2 | $90.6K | Buy |
382
+377
| +7,540% | +$89.5K | ﹤0.01% | 1174 |
|
2024
Q1 | $1.26K | Hold |
5
| – | – | ﹤0.01% | 2682 |
|
2023
Q4 | $1.03K | Buy |
5
+2
| +67% | +$412 | ﹤0.01% | 2718 |
|
2023
Q3 | $582 | Hold |
3
| – | – | ﹤0.01% | 2227 |
|
2023
Q2 | $593 | Buy |
3
+1
| +50% | +$198 | ﹤0.01% | 2107 |
|
2023
Q1 | $344 | Hold |
2
| – | – | ﹤0.01% | 2095 |
|
2022
Q4 | $284 | Buy |
+2
| New | +$284 | ﹤0.01% | 1956 |
|