LFA
Legacy Financial Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Buy |
2,273
+1,436
| +172% | +$559K | 0.14% | 126 |
|
|
2025
Q1 | $364K | Buy |
837
+76
| +10% | +$33K | 0.06% | 253 |
|
|
2024
Q4 | $281K | Sell |
761
-566
| -43% | -$209K | 0.05% | 281 |
|
|
2024
Q3 | $690K | Buy |
1,327
+31
| +2% | +$16.1K | 0.12% | 154 |
|
|
2024
Q2 | $702K | Sell |
1,296
-230
| -15% | -$125K | 0.13% | 135 |
|
|
2024
Q1 | $791K | Buy |
1,526
+30
| +2% | +$15.6K | 0.14% | 116 |
|
|
2023
Q4 | $705K | Buy |
1,496
+423
| +39% | +$199K | 0.14% | 116 |
|
|
2023
Q3 | $467K | Buy |
1,073
+600
| +127% | +$261K | 0.09% | 145 |
|
|
2023
Q2 | $210K | Sell |
473
-250
| -35% | -$111K | 0.04% | 242 |
|
|
2023
Q1 | $333K | Buy |
723
+71
| +11% | +$32.7K | 0.07% | 172 |
|
|
2022
Q4 | $334K | Buy |
652
+113
| +21% | +$57.9K | 0.07% | 164 |
|
|
2022
Q3 | $245K | Buy |
539
+16
| +3% | +$7.27K | 0.06% | 188 |
|
|
2022
Q2 | $252K | Buy |
523
+3
| +0.6% | +$1.45K | 0.06% | 173 |
|
|
2022
Q1 | $255K | Sell |
520
-17
| -3% | -$8.34K | 0.06% | 195 |
|
|
2021
Q4 | $249K | Buy |
+537
| New | +$249K | 0.06% | 170 |
|
|
2019
Q2 | – | Sell |
-515
| Closed | -$148K | – | 346 |
|
|
2019
Q1 | $148K | Buy |
515
+74
| +17% | +$21.3K | 0.05% | 127 |
|
|
2018
Q4 | $116K | Buy |
441
+63
| +17% | +$16.6K | 0.04% | 136 |
|
|
2018
Q3 | $103K | Buy |
378
+12
| +3% | +$3.27K | 0.04% | 166 |
|
|
2018
Q2 | $92K | Buy |
366
+15
| +4% | +$3.77K | 0.03% | 175 |
|
|
2018
Q1 | $79K | Hold |
351
| – | – | 0.03% | 195 |
|
|
2017
Q4 | $79K | Buy |
+351
| New | +$79K | 0.03% | 203 |
|