Kestra Investment Management’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
$531K Buy
1,296
+709
+121% +$290K 0.01% 365
2025
Q1
$255K Sell
587
-627
-52% -$273K 0.01% 349
2024
Q4
$448K Sell
1,214
-151
-11% -$55.7K 0.02% 243
2024
Q3
$710K Buy
+1,365
New +$710K 0.03% 158