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 |
|