JNBA Financial Advisors’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
$1.95K Hold
5
﹤0.01% 599
2025
Q1
$2.18K Hold
5
﹤0.01% 594
2024
Q4
$1.85K Hold
5
﹤0.01% 592
2024
Q3
$2.6K Hold
5
﹤0.01% 589
2024
Q2
$2.71K Hold
5
﹤0.01% 562
2024
Q1
$2.59K Hold
5
﹤0.01% 585
2023
Q4
$2.36K Hold
5
﹤0.01% 601
2023
Q3
$2.18K Hold
5
﹤0.01% 618
2023
Q2
$2.22K Hold
5
﹤0.01% 609
2023
Q1
$2.3K Hold
5
﹤0.01% 610
2022
Q4
$2.57K Hold
5
﹤0.01% 563
2022
Q3
$2K Hold
5
﹤0.01% 600
2022
Q2
$2K Hold
5
﹤0.01% 641
2022
Q1
$2K Hold
5
﹤0.01% 628
2021
Q4
$2K Hold
5
﹤0.01% 734
2021
Q3
$2K Hold
5
﹤0.01% 667
2021
Q2
$2K Hold
5
﹤0.01% 618
2021
Q1
$2K Hold
5
﹤0.01% 594
2020
Q4
$2K Hold
5
﹤0.01% 553
2020
Q3
$1K Hold
5
﹤0.01% 549
2020
Q2
$1K Hold
5
﹤0.01% 540
2020
Q1
$1K Hold
5
﹤0.01% 535
2019
Q4
$2K Buy
+5
New +$2K ﹤0.01% 554
2018
Q4
Sell
-490
Closed -$134K 591
2018
Q3
$134K Buy
+490
New +$134K 0.06% 161
2016
Q4
Sell
-1,024
Closed -$128K 733
2016
Q3
$128K Buy
+1,024
New +$128K 0.02% 303