Legacy Capital Group California’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 | $291K | Sell |
749
-3
| -0.4% | -$1.17K | 0.08% | 270 |
|
|
2025
Q1 | $327K | Sell |
752
-4
| -0.5% | -$1.74K | 0.11% | 213 |
|
|
2024
Q4 | $279K | Buy |
756
+206
| +37% | +$76K | 0.09% | 255 |
|
|
2024
Q3 | $286K | Sell |
550
-29
| -5% | -$15.1K | 0.1% | 241 |
|
|
2024
Q2 | $314K | Sell |
579
-243
| -30% | -$132K | 0.11% | 214 |
|
|
2024
Q1 | $426K | Sell |
822
-10
| -1% | -$5.19K | 0.16% | 184 |
|
|
2023
Q4 | $392K | Hold |
832
| – | – | 0.15% | 194 |
|
|
2023
Q3 | $362K | Sell |
832
-7
| -0.8% | -$3.05K | 0.16% | 182 |
|
|
2023
Q2 | $373K | Buy |
839
+25
| +3% | +$11.1K | 0.15% | 188 |
|
|
2023
Q1 | $374K | Buy |
+814
| New | +$374K | 0.18% | 167 |
|