Bleakley Financial Group’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
$381K Sell
16,560
-736
-4% -$16.9K 0.01% 517
2025
Q1
$388K Sell
17,296
-642
-4% -$14.4K 0.01% 462
2024
Q4
$351K Sell
17,938
-12,965
-42% -$253K 0.01% 737
2024
Q3
$563K Buy
30,903
+17,742
+135% +$323K 0.02% 567
2024
Q2
$229K Sell
13,161
-440
-3% -$7.65K 0.01% 845
2024
Q1
$266K Buy
13,601
+355
+3% +$6.95K 0.01% 794
2023
Q4
$305K Buy
+13,246
New +$305K 0.01% 734
2023
Q1
Sell
-15,326
Closed -$348K 946
2022
Q4
$348K Buy
+15,326
New +$348K 0.01% 650