Allworth Financial’s Privia Health PRVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7K | Buy |
989
+1
| +0.1% | +$23 | ﹤0.01% | 2430 |
|
|
2025
Q1 | $23.2K | Buy |
988
+10
| +1% | +$235 | ﹤0.01% | 1982 |
|
|
2024
Q4 | $22.2K | Buy |
978
+13
| +1% | +$295 | ﹤0.01% | 2021 |
|
|
2024
Q3 | $17.6K | Hold |
965
| – | – | ﹤0.01% | 1999 |
|
|
2024
Q2 | $18.5K | Buy |
+965
| New | +$18.5K | ﹤0.01% | 1931 |
|
|
2024
Q1 | – | Sell |
-13
| Closed | -$300 | – | 3670 |
|
|
2023
Q4 | $300 | Buy |
13
+2
| +18% | +$46 | ﹤0.01% | 3237 |
|
|
2023
Q3 | $253 | Buy |
+11
| New | +$253 | ﹤0.01% | 3201 |
|