Lake Street Advisors Group’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1M | Sell |
2,723
-449
| -14% | -$166K | 0.05% | 227 |
|
|
2024
Q3 | $1.65M | Sell |
3,172
-24
| -0.8% | -$12.5K | 0.08% | 150 |
|
|
2024
Q2 | $1.73M | Sell |
3,196
-51
| -2% | -$27.6K | 0.08% | 147 |
|
|
2024
Q1 | $1.68M | Buy |
3,247
+370
| +13% | +$192K | 0.08% | 158 |
|
|
2023
Q4 | $1.36M | Buy |
+2,877
| New | +$1.36M | 0.07% | 184 |
|
|
2021
Q3 | – | Sell |
-2,006
| Closed | -$737K | – | 292 |
|
|
2021
Q2 | $737K | Buy |
2,006
+53
| +3% | +$19.5K | 0.05% | 132 |
|
|
2021
Q1 | $701K | Sell |
1,953
-41
| -2% | -$14.7K | 0.06% | 128 |
|
|
2020
Q4 | $640K | Buy |
1,994
+95
| +5% | +$30.5K | 0.05% | 131 |
|
|
2020
Q3 | $510K | Buy |
1,899
+28
| +1% | +$7.52K | 0.05% | 143 |
|
|
2020
Q2 | $492K | Sell |
1,871
-150
| -7% | -$39.4K | 0.05% | 136 |
|
|
2020
Q1 | $459K | Buy |
2,021
+142
| +8% | +$32.3K | 0.06% | 120 |
|
|
2019
Q4 | $568K | Buy |
1,879
+127
| +7% | +$38.4K | 0.06% | 110 |
|
|
2019
Q3 | $404K | Sell |
1,752
-22
| -1% | -$5.07K | 0.04% | 113 |
|
|
2019
Q2 | $501K | Buy |
1,774
+45
| +3% | +$12.7K | 0.05% | 100 |
|
|
2019
Q1 | $496K | Sell |
1,729
-597
| -26% | -$171K | 0.05% | 106 |
|
|
2018
Q4 | $611K | Buy |
2,326
+323
| +16% | +$84.8K | 0.07% | 77 |
|
|
2018
Q3 | $549K | Sell |
2,003
-779
| -28% | -$214K | 0.06% | 88 |
|
|
2018
Q2 | $662K | Sell |
2,782
-163
| -6% | -$38.8K | 0.07% | 122 |
|
|
2018
Q1 | $647K | Buy |
+2,945
| New | +$647K | 0.07% | 107 |
|