Founders Financial Alliance’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 | – | Sell |
-663
| Closed | -$289K | – | 559 |
|
|
2025
Q1 | $289K | Buy |
+663
| New | +$289K | 0.07% | 264 |
|
|
2024
Q4 | – | Sell |
-511
| Closed | -$266K | – | 583 |
|
|
2024
Q3 | $266K | Hold |
511
| – | – | 0.07% | 238 |
|
|
2024
Q2 | $277K | Sell |
511
-9
| -2% | -$4.88K | 0.08% | 221 |
|
|
2024
Q1 | $270K | Sell |
520
-63
| -11% | -$32.7K | 0.08% | 219 |
|
|
2023
Q4 | $275K | Buy |
583
+54
| +10% | +$25.5K | 0.11% | 193 |
|
|
2023
Q3 | $230K | Sell |
529
-14
| -3% | -$6.1K | 0.1% | 199 |
|
|
2023
Q2 | $241K | Buy |
+543
| New | +$241K | 0.09% | 224 |
|
|
2023
Q1 | – | Sell |
-556
| Closed | -$285K | – | 464 |
|
|
2022
Q4 | $285K | Hold |
556
| – | – | 0.13% | 168 |
|
|
2022
Q3 | $252K | Sell |
556
-63
| -10% | -$28.6K | 0.13% | 176 |
|
|
2022
Q2 | $299K | Sell |
619
-360
| -37% | -$174K | 0.15% | 153 |
|
|
2022
Q1 | $481K | Sell |
979
-1
| -0.1% | -$491 | 0.21% | 108 |
|
|
2021
Q4 | $454K | Sell |
980
-9
| -0.9% | -$4.17K | 0.18% | 122 |
|
|
2021
Q3 | $369K | Buy |
989
+157
| +19% | +$58.6K | 0.17% | 136 |
|
|
2021
Q2 | $319K | Buy |
832
+37
| +5% | +$14.2K | 0.15% | 161 |
|
|
2021
Q1 | $317K | Buy |
795
+148
| +23% | +$59K | 0.16% | 149 |
|
|
2020
Q4 | $208K | Buy |
647
+595
| +1,144% | +$191K | 0.12% | 187 |
|
|
2020
Q3 | $14K | Buy |
+52
| New | +$14K | 0.01% | 668 |
|