IFP Advisors’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 | $3.98K | Buy |
51
+36
| +240% | +$2.81K | ﹤0.01% | 3537 |
|
|
2025
Q1 | $861 | Buy |
15
+10
| +200% | +$574 | ﹤0.01% | 3364 |
|
|
2024
Q4 | $382 | Buy |
+5
| New | +$382 | ﹤0.01% | 3489 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4258 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4033 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3934 |
|
|
2020
Q4 | – | Sell |
-83
| Closed | -$1K | – | 3771 |
|
|
2020
Q3 | $1K | Hold |
83
| – | – | ﹤0.01% | 2663 |
|
|
2020
Q2 | $1K | Hold |
83
| – | – | ﹤0.01% | 2555 |
|
|
2020
Q1 | $1K | Buy |
+83
| New | +$1K | ﹤0.01% | 2541 |
|
|
2019
Q1 | – | Sell |
-39
| Closed | -$1K | – | 3139 |
|
|
2018
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 3312 |
|
|
2018
Q3 | $1K | Sell |
39
-37
| -49% | -$949 | ﹤0.01% | 3668 |
|
|
2018
Q2 | $2K | Hold |
76
| – | – | ﹤0.01% | 3564 |
|
|
2018
Q1 | $2K | Hold |
76
| – | – | ﹤0.01% | 3529 |
|
|
2017
Q4 | $2K | Hold |
76
| – | – | ﹤0.01% | 3529 |
|
|
2017
Q3 | $2K | Hold |
76
| – | – | ﹤0.01% | 3734 |
|
|
2017
Q2 | $2K | Hold |
76
| – | – | ﹤0.01% | 3720 |
|
|
2017
Q1 | $2K | Sell |
76
-335
| -82% | -$8.82K | ﹤0.01% | 3644 |
|
|
2016
Q4 | $9K | Buy |
411
+37
| +10% | +$810 | ﹤0.01% | 2953 |
|
|
2016
Q3 | $8K | Hold |
374
| – | – | ﹤0.01% | 2969 |
|
|
2016
Q2 | $7K | Buy |
+374
| New | +$7K | ﹤0.01% | 2942 |
|
|
2016
Q1 | – | Sell |
-415
| Closed | -$9K | – | 3172 |
|
|
2015
Q4 | $9K | Buy |
+415
| New | +$9K | ﹤0.01% | 2627 |
|