Kelly Financial Services’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 | $206K | Sell |
529
-28
| -5% | -$10.9K | 0.06% | 113 |
|
2025
Q1 | $242K | Hold |
557
| – | – | 0.08% | 96 |
|
2024
Q4 | $205K | Buy |
557
+23
| +4% | +$8.49K | 0.07% | 112 |
|
2024
Q3 | $278K | Buy |
534
+13
| +2% | +$6.76K | 0.1% | 89 |
|
2024
Q2 | $282K | Sell |
521
-55
| -10% | -$29.8K | 0.1% | 87 |
|
2024
Q1 | $299K | Buy |
576
+563
| +4,331% | +$292K | 0.11% | 88 |
|
2023
Q4 | $6.13K | Buy |
+13
| New | +$6.13K | ﹤0.01% | 452 |
|