Clearstead Advisors’s Primoris Services PRIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.7K | Buy |
1,048
+790
| +306% | +$61.6K | ﹤0.01% | 1120 |
|
|
2025
Q1 | $14.8K | Sell |
258
-110
| -30% | -$6.32K | ﹤0.01% | 1493 |
|
|
2024
Q4 | $28.1K | Sell |
368
-51
| -12% | -$3.9K | ﹤0.01% | 1291 |
|
|
2024
Q3 | $24.3K | Hold |
419
| – | – | ﹤0.01% | 1371 |
|
|
2024
Q2 | $20.9K | Buy |
419
+316
| +307% | +$15.8K | ﹤0.01% | 1368 |
|
|
2024
Q1 | $5.08K | Hold |
103
| – | – | ﹤0.01% | 1172 |
|
|
2023
Q4 | $3.41K | Sell |
103
-101
| -50% | -$3.34K | ﹤0.01% | 1212 |
|
|
2023
Q3 | $6.71K | Buy |
204
+102
| +100% | +$3.35K | ﹤0.01% | 1169 |
|
|
2023
Q2 | $3.12K | Hold |
102
| – | – | ﹤0.01% | 1094 |
|
|
2023
Q1 | $2.52K | Hold |
102
| – | – | ﹤0.01% | 1101 |
|
|
2022
Q4 | $2.23K | Buy |
102
+1
| +1% | +$22 | ﹤0.01% | 1073 |
|
|
2022
Q3 | $2K | Hold |
101
| – | – | ﹤0.01% | 1093 |
|
|
2022
Q2 | $2K | Hold |
101
| – | – | ﹤0.01% | 1123 |
|
|
2022
Q1 | $2K | Hold |
101
| – | – | ﹤0.01% | 1225 |
|
|
2021
Q4 | $2K | Sell |
101
-629
| -86% | -$12.5K | ﹤0.01% | 1123 |
|
|
2021
Q3 | $18K | Buy |
730
+630
| +630% | +$15.5K | ﹤0.01% | 847 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 976 |
|
|
2021
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 927 |
|