Envestnet Asset Management’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 | $3.61M | Buy |
46,353
+1,123
| +2% | +$87.5K | ﹤0.01% | 2425 |
|
|
2025
Q1 | $2.6M | Buy |
45,230
+5,000
| +12% | +$287K | ﹤0.01% | 2548 |
|
|
2024
Q4 | $3.07M | Buy |
40,230
+14,877
| +59% | +$1.14M | ﹤0.01% | 2419 |
|
|
2024
Q3 | $1.47M | Buy |
25,353
+2,886
| +13% | +$168K | ﹤0.01% | 2870 |
|
|
2024
Q2 | $1.12M | Sell |
22,467
-5,304
| -19% | -$265K | ﹤0.01% | 2957 |
|
|
2024
Q1 | $1.18M | Buy |
27,771
+7,890
| +40% | +$336K | ﹤0.01% | 2917 |
|
|
2023
Q4 | $660K | Buy |
19,881
+2,186
| +12% | +$72.6K | ﹤0.01% | 3177 |
|
|
2023
Q3 | $579K | Sell |
17,695
-45,224
| -72% | -$1.48M | ﹤0.01% | 3172 |
|
|
2023
Q2 | $1.92M | Buy |
62,919
+8,344
| +15% | +$254K | ﹤0.01% | 2310 |
|
|
2023
Q1 | $1.35M | Buy |
54,575
+8,090
| +17% | +$199K | ﹤0.01% | 2460 |
|
|
2022
Q4 | $1.02M | Buy |
46,485
+4,511
| +11% | +$99K | ﹤0.01% | 2619 |
|
|
2022
Q3 | $682K | Sell |
41,974
-5,150
| -11% | -$83.7K | ﹤0.01% | 2830 |
|
|
2022
Q2 | $1.03M | Buy |
47,124
+8,615
| +22% | +$187K | ﹤0.01% | 2570 |
|
|
2022
Q1 | $917K | Buy |
38,509
+6,196
| +19% | +$148K | ﹤0.01% | 2737 |
|
|
2021
Q4 | $775K | Buy |
32,313
+10,412
| +48% | +$250K | ﹤0.01% | 2797 |
|
|
2021
Q3 | $536K | Buy |
21,901
+8,425
| +63% | +$206K | ﹤0.01% | 2928 |
|
|
2021
Q2 | $397K | Buy |
13,476
+1,569
| +13% | +$46.2K | ﹤0.01% | 3115 |
|
|
2021
Q1 | $394K | Buy |
+11,907
| New | +$394K | ﹤0.01% | 2985 |
|
|
2020
Q3 | – | Sell |
-30,593
| Closed | -$543K | – | 3167 |
|
|
2020
Q2 | $543K | Sell |
30,593
-10,183
| -25% | -$181K | ﹤0.01% | 2374 |
|
|
2020
Q1 | $648K | Sell |
40,776
-4,239
| -9% | -$67.4K | ﹤0.01% | 2066 |
|
|
2019
Q4 | $1M | Buy |
45,015
+33,235
| +282% | +$739K | ﹤0.01% | 2024 |
|
|
2019
Q3 | $231K | Buy |
11,780
+1,031
| +10% | +$20.2K | ﹤0.01% | 2804 |
|
|
2019
Q2 | $225K | Buy |
10,749
+226
| +2% | +$4.73K | ﹤0.01% | 2826 |
|
|
2019
Q1 | $218K | Buy |
+10,523
| New | +$218K | ﹤0.01% | 2796 |
|
|
2018
Q3 | – | Sell |
-861
| Closed | -$24K | – | 2263 |
|
|
2018
Q2 | $24K | Buy |
861
+28
| +3% | +$780 | ﹤0.01% | 2386 |
|
|
2018
Q1 | $21K | Sell |
833
-695
| -45% | -$17.5K | ﹤0.01% | 2362 |
|
|
2017
Q4 | $42K | Sell |
1,528
-19,131
| -93% | -$526K | ﹤0.01% | 2362 |
|
|
2017
Q3 | $608K | Sell |
20,659
-97
| -0.5% | -$2.86K | ﹤0.01% | 1378 |
|
|
2017
Q2 | $517K | Buy |
20,756
+5,085
| +32% | +$127K | ﹤0.01% | 1470 |
|
|
2017
Q1 | $363K | Buy |
15,671
+5,326
| +51% | +$123K | ﹤0.01% | 1670 |
|
|
2016
Q4 | $235K | Sell |
10,345
-119
| -1% | -$2.7K | ﹤0.01% | 1820 |
|
|
2016
Q3 | $216K | Buy |
10,464
+7
| +0.1% | +$144 | ﹤0.01% | 1985 |
|
|
2016
Q2 | $198K | Sell |
10,457
-250
| -2% | -$4.73K | ﹤0.01% | 2097 |
|
|
2016
Q1 | $260K | Buy |
10,707
+3,314
| +45% | +$80.5K | ﹤0.01% | 1931 |
|
|
2015
Q4 | $163K | Sell |
7,393
-193
| -3% | -$4.26K | ﹤0.01% | 2152 |
|
|
2015
Q3 | $136K | Buy |
+7,586
| New | +$136K | ﹤0.01% | 2215 |
|
|
2014
Q4 | – | Sell |
-156
| Closed | -$4K | – | 2682 |
|
|
2014
Q3 | $4K | Sell |
156
-241
| -61% | -$6.18K | ﹤0.01% | 2364 |
|
|
2014
Q2 | $11K | Buy |
397
+156
| +65% | +$4.32K | ﹤0.01% | 2000 |
|
|
2014
Q1 | $7K | Hold |
241
| – | – | ﹤0.01% | 2009 |
|
|
2013
Q4 | $8K | Hold |
241
| – | – | ﹤0.01% | 1840 |
|
|
2013
Q3 | $6K | Hold |
241
| – | – | ﹤0.01% | 1874 |
|
|
2013
Q2 | $5K | Buy |
+241
| New | +$5K | ﹤0.01% | 1889 |
|