BOK Financial Private Wealth’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 | $31.9K | Buy |
+82
| New | +$31.9K | ﹤0.01% | 285 |
|
|
2025
Q1 | – | Sell |
-5
| Closed | -$1.85K | – | 537 |
|
|
2024
Q4 | $1.85K | Buy |
+5
| New | +$1.85K | ﹤0.01% | 452 |
|
|
2024
Q1 | – | Sell |
-61
| Closed | -$28.8K | – | 485 |
|
|
2023
Q4 | $28.8K | Hold |
61
| – | – | ﹤0.01% | 296 |
|
|
2023
Q3 | $26.6K | Hold |
61
| – | – | ﹤0.01% | 280 |
|
|
2023
Q2 | $27.1K | Sell |
61
-24
| -28% | -$10.7K | ﹤0.01% | 273 |
|
|
2023
Q1 | $39.1K | Buy |
85
+5
| +6% | +$2.3K | ﹤0.01% | 255 |
|
|
2022
Q4 | $41K | Sell |
80
-30
| -27% | -$15.4K | ﹤0.01% | 244 |
|
|
2022
Q3 | $50K | Sell |
110
-16
| -13% | -$7.27K | ﹤0.01% | 246 |
|
|
2022
Q2 | $61K | Sell |
126
-1,370
| -92% | -$663K | 0.01% | 238 |
|
|
2022
Q1 | $735K | Buy |
1,496
+273
| +22% | +$134K | 0.05% | 148 |
|
|
2021
Q4 | $567K | Buy |
1,223
+131
| +12% | +$60.7K | 0.04% | 158 |
|
|
2021
Q3 | $407K | Buy |
1,092
+211
| +24% | +$78.6K | 0.03% | 167 |
|
|
2021
Q2 | $336K | Buy |
881
+168
| +24% | +$64.1K | 0.03% | 167 |
|
|
2021
Q1 | $256K | Buy |
+713
| New | +$256K | 0.02% | 169 |
|
|
2019
Q1 | – | Sell |
-1,083
| Closed | -$284K | – | 128 |
|
|
2018
Q4 | $284K | Buy |
+1,083
| New | +$284K | 0.04% | 88 |
|