Keystone Financial Group (Kentucky)’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 | $611K | Sell |
1,648
-518
| -24% | -$192K | 0.06% | 207 |
|
|
2025
Q1 | $936K | Buy |
2,166
+487
| +29% | +$210K | 0.1% | 152 |
|
|
2024
Q4 | $625K | Buy |
1,679
+309
| +23% | +$115K | 0.06% | 187 |
|
|
2024
Q3 | $713K | Buy |
1,370
+60
| +5% | +$31.2K | 0.09% | 151 |
|
|
2024
Q2 | $710K | Buy |
1,310
+28
| +2% | +$15.2K | 0.25% | 61 |
|
|
2024
Q1 | $665K | Sell |
1,282
-54
| -4% | -$28K | 0.1% | 144 |
|
|
2023
Q4 | $630K | Sell |
1,336
-69
| -5% | -$32.5K | 0.11% | 129 |
|
|
2023
Q3 | $612K | Buy |
1,405
+1
| +0.1% | +$435 | 0.1% | 134 |
|
|
2023
Q2 | $624K | Buy |
+1,404
| New | +$624K | 0.11% | 133 |
|
|
2022
Q4 | $719K | Buy |
1,402
+1
| +0.1% | +$513 | 0.14% | 116 |
|
|
2022
Q3 | $636K | Buy |
1,401
+1
| +0.1% | +$454 | 0.13% | 125 |
|
|
2022
Q2 | $675K | Buy |
1,400
+429
| +44% | +$207K | 0.13% | 127 |
|
|
2022
Q1 | $477K | Sell |
971
-437
| -31% | -$215K | 0.08% | 160 |
|
|
2021
Q4 | $653K | Buy |
1,408
+1
| +0.1% | +$464 | 0.11% | 137 |
|
|
2021
Q3 | $525K | Buy |
1,407
+75
| +6% | +$28K | 0.1% | 155 |
|
|
2021
Q2 | $509K | Sell |
1,332
-61
| -4% | -$23.3K | 0.09% | 157 |
|
|
2021
Q1 | $500K | Buy |
1,393
+562
| +68% | +$202K | 0.1% | 157 |
|
|
2020
Q4 | $267K | Buy |
+831
| New | +$267K | 0.06% | 215 |
|