Clearstead Advisors’s Primoris Services PRIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.8K	Sell	104 -2,338	-96%	-$342K	﹤0.01%	1513
2025 Q4	$303K	Buy	2,442 +1,469	+151%	+$192K	﹤0.01%	812
2025 Q3	$134K	Sell	973 -75	-7%	-$8.05K	﹤0.01%	973
2025 Q2	$81.7K	Buy	1,048 +790	+306%	+$53.5K	﹤0.01%	1124
2025 Q1	$14.8K	Sell	258 -110	-30%	-$7.95K	﹤0.01%	1497
2024 Q4	$28.1K	Sell	368 -51	-12%	-$3.73K	﹤0.01%	1294
2024 Q3	$24.3K	Hold	419	–	–	﹤0.01%	1373
2024 Q2	$20.9K	Buy	419 +316	+307%	+$15.6K	﹤0.01%	1369
2024 Q1	$5.08K	Hold	103	–	–	﹤0.01%	1173
2023 Q4	$3.41K	Sell	103 -101	-50%	-$3.15K	﹤0.01%	1214
2023 Q3	$6.71K	Buy	204 +102	+100%	+$3.33K	﹤0.01%	1170
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%	+$20	﹤0.01%	1074
2022 Q3	$2K	Hold	101	–	–	﹤0.01%	1095
2022 Q2	$2K	Hold	101	–	–	﹤0.01%	1125
2022 Q1	$2K	Hold	101	–	–	﹤0.01%	1227
2021 Q4	$2K	Sell	101 -629	-86%	-$15.9K	﹤0.01%	1127
2021 Q3	$18K	Buy	730 +630	+630%	+$16.9K	﹤0.01%	850
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	977
2021 Q1	$3K	Buy	+100	New	+$3.29K	﹤0.01%	928