Rothschild Investment LLC’s Primoris Services PRIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.1K	Buy	168 +6	+4%	+$878	﹤0.01%	1348
2025 Q4	$20.1K	Buy	162 +2	+1%	+$261	﹤0.01%	1317
2025 Q3	$22K	Sell	160 -26	-14%	-$2.79K	﹤0.01%	1206
2025 Q2	$14.5K	Buy	186 +50	+37%	+$3.39K	﹤0.01%	1112
2025 Q1	$7.81K	Buy	136 +75	+123%	+$5.42K	﹤0.01%	1251
2024 Q4	$4.66K	Buy	61 +5	+9%	+$365	﹤0.01%	1368
2024 Q3	$3.25K	Buy	56 +30	+115%	+$1.6K	﹤0.01%	1468
2024 Q2	$1.3K	Buy	26 +20	+333%	+$990	﹤0.01%	1539
2024 Q1	$255	Buy	6 +5	+500%	+$185	﹤0.01%	1641
2023 Q4	$33	Buy	+1	New	+$31	﹤0.01%	1324
2020 Q1	–	Sell	-14,883	Closed	-$331K	–	452
2019 Q4	$331K	Buy	+14,883	New	+$319K	0.03%	345