Castleview Partners’s Primoris Services PRIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$3.2K | 0.01% | 350 |
|
|
2022
Q3 | $11K | Sell |
666
-2,496
| -79% | -$41.2K | 0.01% | 372 |
|
|
2022
Q2 | $455K | Buy |
3,162
+2,496
| +375% | +$359K | 0.36% | 60 |
|
|
2022
Q1 | $15K | Sell |
666
-13,146
| -95% | -$296K | 0.01% | 467 |
|
|
2021
Q4 | $576 | Buy |
+13,812
| New | +$576 | ﹤0.01% | 488 |
|
|
2021
Q2 | $15K | Buy |
+520
| New | +$15K | 0.01% | 609 |
|