Ally Financial’s Elevance Health ELV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.67M	Hold	12,000	–	–	0.53%	36
2025 Q1	$5.22M	Hold	12,000	–	–	0.59%	33
2024 Q4	$4.43M	Buy	12,000 +8,000	+200%	+$2.95M	0.54%	35
2024 Q3	$2.08M	Buy	4,000 +2,000	+100%	+$1.04M	0.25%	71
2024 Q2	$1.08M	Sell	2,000 -5,000	-71%	-$2.71M	0.13%	100
2024 Q1	$3.63M	Hold	7,000	–	–	0.49%	53
2023 Q4	$3.3M	Hold	7,000	–	–	0.43%	58
2023 Q3	$3.05M	Buy	7,000 +4,000	+133%	+$1.74M	0.45%	58
2023 Q2	$1.33M	Buy	+3,000	New	+$1.33M	0.19%	81
2021 Q3	–	Sell	-4,000	Closed	-$1.53M	–	122
2021 Q2	$1.53M	Hold	4,000	–	–	0.15%	105
2021 Q1	$1.44M	Hold	4,000	–	–	0.14%	102
2020 Q4	$1.28M	Hold	4,000	–	–	0.12%	105
2020 Q3	$1.07M	Hold	4,000	–	–	0.17%	101
2020 Q2	$1.05M	Hold	4,000	–	–	0.17%	96
2020 Q1	$908K	Buy	+4,000	New	+$908K	0.1%	106