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