Castleview Partners’s Primoris Services PRIM Stock Holding History

Castleview Partners’s Portfolio PRIM Stock Details PRIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-520	Closed	-$40K	–	457
2024 Q4	$40K	Hold	520	–	–	0.02%	373
2024 Q3	$30.2K	Hold	520	–	–	0.02%	394
2024 Q2	$25.9K	Hold	520	–	–	0.01%	407
2024 Q1	$22.1K	Hold	520	–	–	0.01%	451
2023 Q4	$17.3K	Hold	520	–	–	0.01%	453
2023 Q3	$17K	Hold	520	–	–	0.02%	375
2023 Q2	$15.8K	Hold	520	–	–	0.01%	386
2023 Q1	$12.8K	Hold	520	–	–	0.01%	397
2022 Q4	$11.4K	Sell	520 -146	-22%	-$2.95K	0.01%	350
2022 Q3	$11K	Sell	666 -2,496	-79%	-$52.1K	0.01%	372
2022 Q2	$455K	Buy	3,162 +2,496	+375%	+$60.1K	0.36%	60
2022 Q1	$15K	Sell	666 -13,146	-95%	-$338K	0.01%	467
2021 Q4	$576	Buy	+13,812	New	+$349K	﹤0.01%	488
2021 Q2	$15K	Buy	+520	New	+$16.8K	0.01%	609

Other funds holding PRIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Castleview Partners's PRIM Position: Q1 2025 in Review

Castleview Partners sold out of Primoris Services (PRIM) in Q1 2025, closing a stake of 520 shares — an estimated $40K sold.

Castleview Partners first reported a position in PRIM in Q2 2021 and held it in 14 quarters. The position peaked at $455K in Q2 2022. 370 funds tracked by Wall St. Rank hold PRIM as of Q1 2025.

Castleview Partners reported no remaining Primoris Services position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 520 Primoris Services shares in Q1 2025, an estimated $40K.
Castleview Partners first reported a position in Primoris Services in Q2 2021 and held it in 14 quarters.
Castleview Partners's Primoris Services position peaked at $455K in Q2 2022.
370 funds tracked by Wall St. Rank held Primoris Services as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.