HBK Sorce Advisory’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $260K | Buy |
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|
2025
Q2 | $277K | Buy |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $393K | Buy |
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|
2024
Q2 | $398K | Buy |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $364K | Buy |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $335K | Sell |
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|
2023
Q1 | $349K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $517K | Buy |
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|
2022
Q1 | $482K | Sell |
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|
2021
Q4 | $496K | Hold |
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|
2021
Q3 | $399K | Sell |
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|
2021
Q2 | $413K | Sell |
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|
2021
Q1 | $392K | Buy |
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|
2020
Q4 | $312K | Buy |
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|
2020
Q3 | $256K | Sell |
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|
2020
Q2 | $261K | Hold |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $303K | Hold |
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|
2019
Q3 | $241K | Sell |
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|
2019
Q2 | $442K | Buy |
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|
2019
Q1 | $446K | Buy |
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|
2018
Q4 | $360K | Sell |
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|
2018
Q3 | $393K | Hold |
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|
2018
Q2 | $341K | Buy |
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|
2018
Q1 | $274K | Sell |
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|
2017
Q4 | $288K | Buy |
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|
2017
Q3 | $228K | Buy |
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