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Sound Income Strategies’s Primoris Services PRIM Stock Holding History

Sound Income Strategies’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-787
Closed -$45.2K – 1686
2025
Q1 		$45.2K Buy
+787
New +$56.9K ﹤0.01% 527

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Sound Income Strategies's PRIM Position: Q2 2025 in Review

Sound Income Strategies sold out of Primoris Services (PRIM) in Q2 2025, closing a stake of 787 shares — an estimated $45.2K sold.

Sound Income Strategies first reported a position in PRIM in Q1 2025 and held it in 1 quarter. The position peaked at $45.2K in Q1 2025. 387 funds tracked by Wall St. Rank hold PRIM as of Q2 2025.

  • Sound Income Strategies reported no remaining Primoris Services position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 787 Primoris Services shares in Q2 2025, an estimated $45.2K.
  • Sound Income Strategies first reported a position in Primoris Services in Q1 2025 and held it in 1 quarter.
  • Sound Income Strategies's Primoris Services position peaked at $45.2K in Q1 2025.
  • 387 funds tracked by Wall St. Rank held Primoris Services as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.