Focus Partners Wealth
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Focus Partners Wealth’s Primerica PRI Stock Holding History

Focus Partners Wealth’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$323K Sell
1,182
-216
-15% -$59.1K ﹤0.01% 1636
2025
Q1 		$398K Buy
1,398
+82
+6% +$23.3K ﹤0.01% 1432
2024
Q4 		$357K Sell
1,316
-156
-11% -$42.4K ﹤0.01% 1458
2024
Q3 		$316K Buy
+1,472
New +$316K ﹤0.01% 1293