Key Financial Inc’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 | $276K | Sell |
709
-5
| -0.7% | -$1.95K | 0.06% | 236 |
|
|
2025
Q1 | $311K | Sell |
714
-30
| -4% | -$13K | 0.07% | 208 |
|
|
2024
Q4 | $274K | Hold |
744
| – | – | 0.06% | 211 |
|
|
2024
Q3 | $387K | Sell |
744
-1
| -0.1% | -$520 | 0.09% | 181 |
|
|
2024
Q2 | $404K | Buy |
745
+615
| +473% | +$333K | 0.1% | 160 |
|
|
2024
Q1 | $67.4K | Hold |
130
| – | – | 0.02% | 386 |
|
|
2023
Q4 | $61.3K | Hold |
130
| – | – | 0.02% | 389 |
|
|
2023
Q3 | $56.6K | Hold |
130
| – | – | 0.02% | 385 |
|
|
2023
Q2 | $57.8K | Buy |
130
+24
| +23% | +$10.7K | 0.02% | 383 |
|
|
2023
Q1 | $48.7K | Sell |
106
-11
| -9% | -$5.06K | 0.02% | 399 |
|
|
2022
Q4 | $53.1K | Hold |
117
| – | – | 0.03% | 348 |
|
|
2022
Q3 | $53K | Hold |
117
| – | – | 0.02% | 351 |
|
|
2022
Q2 | $57K | Buy |
117
+30
| +34% | +$14.6K | 0.03% | 332 |
|
|
2022
Q1 | $43K | Hold |
87
| – | – | 0.02% | 380 |
|
|
2021
Q4 | $40K | Hold |
87
| – | – | 0.02% | 373 |
|
|
2021
Q3 | $32K | Sell |
87
-29
| -25% | -$10.7K | 0.02% | 396 |
|
|
2021
Q2 | $45K | Hold |
116
| – | – | 0.03% | 363 |
|
|
2021
Q1 | $42K | Hold |
116
| – | – | 0.03% | 305 |
|
|
2020
Q4 | $37K | Buy |
+116
| New | +$37K | 0.03% | 290 |
|
|
2020
Q2 | – | Sell |
-116
| Closed | -$27K | – | 237 |
|
|
2020
Q1 | $27K | Buy |
+116
| New | +$27K | 0.03% | 294 |
|