Kestra Advisory 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 | $3.92M | Sell |
10,069
-2,807
| -22% | -$1.09M | 0.02% | 751 |
|
|
2025
Q1 | $5.6M | Buy |
12,876
+1,237
| +11% | +$538K | 0.03% | 536 |
|
|
2024
Q4 | $4.29M | Sell |
11,639
-22,575
| -66% | -$8.33M | 0.02% | 634 |
|
|
2024
Q3 | $17.8M | Sell |
34,214
-192
| -0.6% | -$99.8K | 0.1% | 222 |
|
|
2024
Q2 | $18.6M | Buy |
34,406
+21,493
| +166% | +$11.6M | 0.1% | 210 |
|
|
2024
Q1 | $6.7M | Buy |
12,913
+844
| +7% | +$438K | 0.04% | 428 |
|
|
2023
Q4 | $5.69M | Buy |
12,069
+104
| +0.9% | +$49K | 0.05% | 412 |
|
|
2023
Q3 | $5.21M | Buy |
11,965
+2,032
| +20% | +$885K | 0.05% | 372 |
|
|
2023
Q2 | $4.41M | Sell |
9,933
-1,848
| -16% | -$821K | 0.04% | 409 |
|
|
2023
Q1 | $5.42M | Sell |
11,781
-1,419
| -11% | -$653K | 0.06% | 330 |
|
|
2022
Q4 | $6.77M | Buy |
13,200
+1,931
| +17% | +$991K | 0.06% | 333 |
|
|
2022
Q3 | $5.12M | Sell |
11,269
-2,206
| -16% | -$1M | 0.05% | 368 |
|
|
2022
Q2 | $6.5M | Buy |
13,475
+3,534
| +36% | +$1.71M | 0.07% | 300 |
|
|
2022
Q1 | $4.88M | Sell |
9,941
-519
| -5% | -$255K | 0.05% | 376 |
|
|
2021
Q4 | $4.85M | Sell |
10,460
-8,934
| -46% | -$4.14M | 0.05% | 379 |
|
|
2021
Q3 | $7.23M | Buy |
19,394
+7,664
| +65% | +$2.86M | 0.07% | 298 |
|
|
2021
Q2 | $4.48M | Sell |
11,730
-451
| -4% | -$172K | 0.05% | 384 |
|
|
2021
Q1 | $4.37M | Sell |
12,181
-7,769
| -39% | -$2.79M | 0.06% | 363 |
|
|
2020
Q4 | $6.27M | Buy |
19,950
+19,818
| +15,014% | +$6.22M | 0.07% | 287 |
|
|
2020
Q3 | $2.31M | Buy |
+132
| New | +$2.31M | 0.04% | 392 |
|