CreativeOne Wealth’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	$760K	Buy	9,755 +301	+3%	+$23.5K	0.02%	617
2025 Q1	$543K	Sell	9,454 -16	-0.2%	-$919	0.02%	662
2024 Q4	$724K	Buy	9,470 +3,608	+62%	+$276K	0.02%	585
2024 Q3	$340K	Buy	+5,862	New	+$340K	0.01%	744