Lee Financial’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,003
| Closed | -$520K | – | 154 |
|
|
2024
Q1 | $520K | Hold |
1,003
| – | – | 0.09% | 93 |
|
|
2023
Q4 | $473K | Buy |
1,003
+983
| +4,915% | +$464K | 0.08% | 97 |
|
|
2023
Q3 | $8.71K | Hold |
20
| – | – | ﹤0.01% | 435 |
|
|
2023
Q2 | $8.89K | Sell |
20
-11
| -35% | -$4.89K | ﹤0.01% | 425 |
|
|
2023
Q1 | $14.3K | Sell |
31
-5
| -14% | -$2.3K | ﹤0.01% | 363 |
|
|
2022
Q4 | $18.5K | Hold |
36
| – | – | ﹤0.01% | 352 |
|
|
2022
Q3 | $16K | Buy |
36
+1
| +3% | +$444 | ﹤0.01% | 356 |
|
|
2022
Q2 | $17K | Buy |
35
+20
| +133% | +$9.71K | ﹤0.01% | 356 |
|
|
2022
Q1 | $7K | Sell |
15
-2
| -12% | -$933 | ﹤0.01% | 482 |
|
|
2021
Q4 | $8K | Buy |
17
+2
| +13% | +$941 | ﹤0.01% | 538 |
|
|
2021
Q3 | $6K | Buy |
15
+5
| +50% | +$2K | ﹤0.01% | 478 |
|
|
2021
Q2 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 480 |
|
|
2020
Q4 | – | Sell |
-10
| Closed | -$3K | – | 493 |
|
|
2020
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 488 |
|
|
2020
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 461 |
|
|
2020
Q1 | $2K | Sell |
10
-100
| -91% | -$20K | ﹤0.01% | 435 |
|
|
2019
Q4 | $33K | Hold |
110
| – | – | 0.01% | 217 |
|
|
2019
Q3 | $26K | Hold |
110
| – | – | 0.01% | 233 |
|
|
2019
Q2 | $31K | Hold |
110
| – | – | 0.01% | 228 |
|
|
2019
Q1 | $32K | Buy |
+110
| New | +$32K | 0.01% | 212 |
|