Global Financial Private Client’s Primoris Services PRIM Stock Holding History

Global Financial Private Client’s Portfolio PRIM Stock Details PRIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-77	Closed	-$4.42K	–	1252
2025 Q1	$4.42K	Buy	77 +3	+4%	+$217	﹤0.01%	708
2024 Q4	$5.65K	Buy	74 +2	+3%	+$146	﹤0.01%	627
2024 Q3	$4.18K	Hold	72	–	–	﹤0.01%	667
2024 Q2	$3.59K	Hold	72	–	–	﹤0.01%	535
2024 Q1	$3.08K	Hold	72	–	–	﹤0.01%	557
2023 Q4	$2.39K	Hold	72	–	–	﹤0.01%	573
2023 Q3	$2.27K	Hold	72	–	–	﹤0.01%	566
2023 Q2	$2.2K	Hold	72	–	–	﹤0.01%	570
2023 Q1	$1.85K	Hold	72	–	–	﹤0.01%	584
2022 Q4	$1.58K	Hold	72	–	–	﹤0.01%	582
2022 Q3	$1.22K	Hold	72	–	–	﹤0.01%	565
2022 Q2	$1.58K	Hold	72	–	–	﹤0.01%	538
2022 Q1	$1.77K	Hold	72	–	–	﹤0.01%	545
2021 Q4	$1.73K	Hold	72	–	–	﹤0.01%	534
2021 Q3	$1.78K	Hold	72	–	–	﹤0.01%	481
2021 Q2	$2.13K	Hold	72	–	–	﹤0.01%	476
2021 Q1	$2.41K	Hold	72	–	–	﹤0.01%	416
2020 Q4	$1.99K	Hold	72	–	–	﹤0.01%	427
2020 Q3	$1.27K	Hold	72	–	–	﹤0.01%	428
2020 Q2	$1.27K	Hold	72	–	–	﹤0.01%	475
2020 Q1	$1.11K	Hold	72	–	–	﹤0.01%	485
2019 Q4	$1.6K	Buy	+72	New	+$1.54K	﹤0.01%	500

Other funds holding PRIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Global Financial Private Client's PRIM Position: Q2 2025 in Review

Global Financial Private Client sold out of Primoris Services (PRIM) in Q2 2025, closing a stake of 77 shares — an estimated $4.42K sold.

Global Financial Private Client first reported a position in PRIM in Q4 2019 and held it in 22 quarters. The position peaked at $5.65K in Q4 2024. 387 funds tracked by Wall St. Rank hold PRIM as of Q2 2025.

Global Financial Private Client reported no remaining Primoris Services position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 77 Primoris Services shares in Q2 2025, an estimated $4.42K.
Global Financial Private Client first reported a position in Primoris Services in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Primoris Services position peaked at $5.65K in Q4 2024.
387 funds tracked by Wall St. Rank held Primoris Services as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.