Archford Capital Strategies’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
1,109
-312
| -22% | -$121K | 0.06% | 237 |
|
|
2025
Q1 | $618K | Sell |
1,421
-2,538
| -64% | -$1.1M | 0.09% | 187 |
|
|
2024
Q4 | $1.46M | Buy |
3,959
+487
| +14% | +$180K | 0.22% | 108 |
|
|
2024
Q3 | $1.77M | Buy |
3,472
+117
| +3% | +$59.6K | 0.27% | 94 |
|
|
2024
Q2 | $1.82M | Buy |
3,355
+75
| +2% | +$40.6K | 0.29% | 83 |
|
|
2024
Q1 | $1.7M | Sell |
3,280
-2
| -0.1% | -$1.04K | 0.29% | 91 |
|
|
2023
Q4 | $1.55M | Sell |
3,282
-153
| -4% | -$72.1K | 0.28% | 93 |
|
|
2023
Q3 | $1.5M | Sell |
3,435
-75
| -2% | -$32.7K | 0.3% | 83 |
|
|
2023
Q2 | $1.65M | Sell |
3,510
-44
| -1% | -$20.7K | 0.31% | 75 |
|
|
2023
Q1 | $1.72M | Sell |
3,554
-1
| -0% | -$485 | 0.36% | 65 |
|
|
2022
Q4 | $1.82M | Buy |
3,555
+67
| +2% | +$34.4K | 0.42% | 59 |
|
|
2022
Q3 | $1.58M | Buy |
3,488
+44
| +1% | +$20K | 0.41% | 60 |
|
|
2022
Q2 | $1.66M | Buy |
3,444
+70
| +2% | +$33.8K | 0.42% | 58 |
|
|
2022
Q1 | $1.67M | Buy |
3,374
+173
| +5% | +$85.6K | 0.37% | 69 |
|
|
2021
Q4 | $1.48M | Sell |
3,201
-47
| -1% | -$21.8K | 0.34% | 75 |
|
|
2021
Q3 | $1.21M | Buy |
3,248
+76
| +2% | +$28.3K | 0.29% | 91 |
|
|
2021
Q2 | $1.21M | Sell |
3,172
-301
| -9% | -$115K | 0.3% | 83 |
|
|
2021
Q1 | $1.29M | Buy |
3,473
+46
| +1% | +$17.1K | 0.34% | 77 |
|
|
2020
Q4 | $1.16M | Buy |
3,427
+119
| +4% | +$40.1K | 0.27% | 111 |
|
|
2020
Q3 | $888K | Buy |
3,308
+187
| +6% | +$50.2K | 0.24% | 122 |
|
|
2020
Q2 | $821K | Buy |
3,121
+600
| +24% | +$158K | 0.24% | 123 |
|
|
2020
Q1 | $572K | Buy |
2,521
+60
| +2% | +$13.6K | 0.22% | 131 |
|
|
2019
Q4 | $743K | Buy |
2,461
+1,068
| +77% | +$322K | 0.26% | 124 |
|
|
2019
Q3 | $334K | Sell |
1,393
-907
| -39% | -$217K | 0.12% | 179 |
|
|
2019
Q2 | $649K | Sell |
2,300
-1,239
| -35% | -$350K | 0.24% | 123 |
|
|
2019
Q1 | $1.02M | Buy |
3,539
+6
| +0.2% | +$1.72K | 0.37% | 81 |
|
|
2018
Q4 | $928K | Buy |
3,533
+114
| +3% | +$29.9K | 0.37% | 76 |
|
|
2018
Q3 | $937K | Sell |
3,419
-393
| -10% | -$108K | 0.34% | 82 |
|
|
2018
Q2 | $907K | Buy |
+3,812
| New | +$907K | 0.32% | 88 |
|
|
2016
Q4 | – | Sell |
-325
| Closed | -$40K | – | 671 |
|
|
2016
Q3 | $40K | Hold |
325
| – | – | 0.02% | 276 |
|
|
2016
Q2 | $43K | Buy |
+325
| New | +$43K | 0.02% | 263 |
|