Concourse Financial Group Securities’s Privia Health PRVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-443
| Closed | -$10K | – | 6198 |
|
|
2024
Q4 | $10K | Buy |
443
+2
| +0.5% | +$45 | ﹤0.01% | 1718 |
|
|
2024
Q3 | $8.03K | Sell |
441
-72
| -14% | -$1.31K | ﹤0.01% | 1748 |
|
|
2024
Q2 | $8.92K | Hold |
513
| – | – | ﹤0.01% | 1712 |
|
|
2024
Q1 | $10K | Buy |
513
+248
| +94% | +$4.86K | ﹤0.01% | 1700 |
|
|
2023
Q4 | $6.1K | Sell |
265
-168
| -39% | -$3.87K | ﹤0.01% | 1798 |
|
|
2023
Q3 | $9.96K | Buy |
433
+26
| +6% | +$598 | ﹤0.01% | 1639 |
|
|
2023
Q2 | $10.6K | Buy |
+407
| New | +$10.6K | ﹤0.01% | 1630 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6281 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6286 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6107 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6058 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5942 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5915 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5750 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5565 |
|