Prime Capital Investment Advisors’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$208K Sell
2025
Q3
$647K Sell
2025
Q2
$1.06M Sell
2025
Q1
$1.16M Buy
2024
Q4
$1.18M Sell
2024
Q3
$1.24M Sell
2024
Q2
$1.43M Sell
2024
Q1
$1.76M Buy
2023
Q4
$1.84M Buy
2023
Q3
$1.47M Sell
2023
Q2
$1.67M Buy
2023
Q1
$1.71M Buy