GeoWealth Management’s Primerica PRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$86.8K	Buy	+317	New	+$86.8K	﹤0.01%	844
2025 Q1	–	Sell	-37	Closed	-$10K	–	1627
2024 Q4	$10K	Buy	+37	New	+$10K	﹤0.01%	1491