Primoris Wealth Advisors’s Gold Fields GFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438K Sell
18,507
-2,093
-10% -$49.5K 0.3% 64
2025
Q1
$455K Hold
20,600
0.35% 64
2024
Q4
$272K Sell
20,600
-3,449
-14% -$45.5K 0.21% 77
2024
Q3
$369K Hold
24,049
0.27% 72
2024
Q2
$358K Sell
24,049
-6,001
-20% -$89.4K 0.29% 72
2024
Q1
$446K Buy
+30,050
New +$446K 0.36% 65