Principal Financial Group’s Privia Health PRVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$56M	Sell	2,723,073 -64,729	-2%	-$1.46M	0.03%	452
2025 Q4	$66.1M	Buy	2,787,802 +43,589	+2%	+$1.06M	0.03%	386
2025 Q3	$68.3M	Sell	2,744,213 -60,425	-2%	-$1.3M	0.03%	369
2025 Q2	$64.5M	Sell	2,804,638 -150,977	-5%	-$3.5M	0.03%	387
2025 Q1	$66.4M	Sell	2,955,615 -122,333	-4%	-$2.84M	0.04%	375
2024 Q4	$60.2M	Sell	3,077,948 -174,389	-5%	-$3.46M	0.03%	415
2024 Q3	$59.2M	Sell	3,252,337 -84,342	-3%	-$1.61M	0.03%	422
2024 Q2	$58M	Sell	3,336,679 -89,061	-3%	-$1.58M	0.03%	399
2024 Q1	$67.1M	Sell	3,425,740 -82,617	-2%	-$1.75M	0.04%	388
2023 Q4	$80.8M	Buy	3,508,357 +3,097	+0.1%	+$69.3K	0.05%	302
2023 Q3	$80.6M	Buy	3,505,260 +111,538	+3%	+$2.84M	0.06%	283
2023 Q2	$88.6M	Buy	3,393,722 +1,095,721	+48%	+$28.9M	0.06%	275
2023 Q1	$63.4M	Buy	2,298,001 +666,311	+41%	+$17.6M	0.05%	348
2022 Q4	$37.1M	Buy	1,631,690 +239,589	+17%	+$6.67M	0.03%	509
2022 Q3	$47.4M	Buy	1,392,101 +77,188	+6%	+$2.85M	0.04%	394
2022 Q2	$38.3M	Buy	1,314,913 +263,289	+25%	+$6.69M	0.03%	503
2022 Q1	$28.1M	Buy	1,051,624 +45,635	+5%	+$1.08M	0.02%	702
2021 Q4	$26M	Buy	1,005,989 +79,554	+9%	+$1.98M	0.02%	770
2021 Q3	$21.8M	Buy	926,435 +104,802	+13%	+$3.66M	0.01%	875
2021 Q2	$36.5M	Buy	+821,633	New	+$30.3M	0.02%	578