Creative Planning’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 | $1.36M | Sell |
17,403
-398
| -2% | -$31K | ﹤0.01% | 1610 |
|
|
2025
Q1 | $1.02M | Buy |
17,801
+3,463
| +24% | +$199K | ﹤0.01% | 1694 |
|
|
2024
Q4 | $1.1M | Buy |
14,338
+7,037
| +96% | +$538K | ﹤0.01% | 1581 |
|
|
2024
Q3 | $424K | Buy |
+7,301
| New | +$424K | ﹤0.01% | 2252 |
|
|
2016
Q3 | – | Sell |
-100
| Closed | -$2K | – | 4474 |
|
|
2016
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3934 |
|
|
2016
Q1 | – | Sell |
-40,000
| Closed | -$881K | – | 4324 |
|
|
2015
Q4 | $881K | Buy |
+40,000
| New | +$881K | 0.01% | 537 |
|
|
2015
Q2 | – | Sell |
-2,380
| Closed | -$41K | – | 2399 |
|
|
2015
Q1 | $41K | Sell |
2,380
-10,665
| -82% | -$184K | ﹤0.01% | 2151 |
|
|
2014
Q4 | $303K | Sell |
13,045
-26,223
| -67% | -$609K | ﹤0.01% | 930 |
|
|
2014
Q3 | $1.05M | Sell |
39,268
-24,355
| -38% | -$654K | 0.01% | 388 |
|
|
2014
Q2 | $1.84M | Sell |
63,623
-27,721
| -30% | -$800K | 0.02% | 245 |
|
|
2014
Q1 | $2.74M | Sell |
91,344
-6,630
| -7% | -$199K | 0.04% | 158 |
|
|
2013
Q4 | $3.05M | Sell |
97,974
-17,820
| -15% | -$555K | 0.05% | 136 |
|
|
2013
Q3 | $2.95M | Sell |
115,794
-25,357
| -18% | -$646K | 0.06% | 110 |
|
|
2013
Q2 | $2.78M | Buy |
+141,151
| New | +$2.78M | 0.06% | 101 |
|