Prime Capital Investment Advisors’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
2,373
-173
-7% -$77.4K 0.01% 455
2025
Q1
$1.16M Buy
2,546
+84
+3% +$38.2K 0.01% 468
2024
Q4
$1.18M Sell
2,462
-227
-8% -$109K 0.02% 397
2024
Q3
$1.24M Sell
2,689
-805
-23% -$370K 0.02% 400
2024
Q2
$1.43M Sell
3,494
-382
-10% -$156K 0.02% 366
2024
Q1
$1.76M Buy
3,876
+14
+0.4% +$6.36K 0.02% 365
2023
Q4
$1.84M Buy
3,862
+491
+15% +$234K 0.03% 340
2023
Q3
$1.47M Sell
3,371
-799
-19% -$349K 0.03% 290
2023
Q2
$1.67M Buy
4,170
+53
+1% +$21.2K 0.03% 282
2023
Q1
$1.71M Buy
+4,117
New +$1.71M 0.07% 180