Back to PRIM
Kestra Advisory Services, LLC → PRIM
Kestra Advisory Services, LLC PRIM Position History
Primoris Services Corporation • Industrials
Quarters held
5
Latest value
$335K
Q3 2026
Peak value
$611K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $382K |
| Q4 2025 | $287K |
| Q1 2026 | $407K |
| Q2 2026 | $611K |
| Q3 2026 | $335K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $335K | 4.5K | — | — |
| Q2 2026 | $611K | 6.2K | — | — |
| Q1 2026 | $407K | 2.8K | — | — |
| Q4 2025 | $287K | 2.3K | — | — |
| Q3 2025 | $382K | 2.8K | — | — |
Other funds holding PRIM
$295.3M
$180M
$180M
$110.1M
$109.3M