Lido Advisors’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 | $2.05M | Buy |
5,267
+113
| +2% | +$44K | 0.01% | 535 |
|
|
2025
Q1 | $2.24M | Buy |
5,154
+805
| +19% | +$350K | 0.01% | 486 |
|
|
2024
Q4 | $1.6M | Sell |
4,349
-320
| -7% | -$118K | 0.01% | 542 |
|
|
2024
Q3 | $2.43M | Buy |
4,669
+515
| +12% | +$268K | 0.01% | 396 |
|
|
2024
Q2 | $2.25M | Buy |
4,154
+563
| +16% | +$305K | 0.01% | 396 |
|
|
2024
Q1 | $1.86M | Buy |
3,591
+107
| +3% | +$55.5K | 0.01% | 411 |
|
|
2023
Q4 | $1.64M | Buy |
3,484
+50
| +1% | +$23.6K | 0.01% | 428 |
|
|
2023
Q3 | $1.5M | Buy |
3,434
+317
| +10% | +$138K | 0.01% | 405 |
|
|
2023
Q2 | $1.38M | Buy |
3,117
+622
| +25% | +$276K | 0.01% | 415 |
|
|
2023
Q1 | $1.15M | Sell |
2,495
-162
| -6% | -$74.5K | 0.01% | 409 |
|
|
2022
Q4 | $1.36M | Buy |
2,657
+40
| +2% | +$20.5K | 0.02% | 319 |
|
|
2022
Q3 | $1.19M | Sell |
2,617
-215
| -8% | -$97.6K | 0.01% | 300 |
|
|
2022
Q2 | $1.37M | Buy |
2,832
+68
| +2% | +$32.8K | 0.02% | 257 |
|
|
2022
Q1 | $1.36M | Buy |
2,764
+728
| +36% | +$357K | 0.02% | 301 |
|
|
2021
Q4 | $943K | Sell |
2,036
-189
| -8% | -$87.5K | 0.01% | 385 |
|
|
2021
Q3 | $829K | Buy |
2,225
+589
| +36% | +$219K | 0.01% | 399 |
|
|
2021
Q2 | $625K | Buy |
1,636
+258
| +19% | +$98.6K | 0.01% | 416 |
|
|
2021
Q1 | $495K | Buy |
1,378
+175
| +15% | +$62.9K | 0.01% | 439 |
|
|
2020
Q4 | $386K | Buy |
1,203
+56
| +5% | +$18K | 0.01% | 481 |
|
|
2020
Q3 | $308K | Buy |
1,147
+88
| +8% | +$23.6K | 0.01% | 421 |
|
|
2020
Q2 | $279K | Buy |
1,059
+4
| +0.4% | +$1.05K | 0.01% | 403 |
|
|
2020
Q1 | $240K | Buy |
1,055
+38
| +4% | +$8.65K | 0.01% | 421 |
|
|
2019
Q4 | $307K | Sell |
1,017
-84
| -8% | -$25.4K | 0.01% | 440 |
|
|
2019
Q3 | $264K | Buy |
1,101
+26
| +2% | +$6.23K | 0.01% | 431 |
|
|
2019
Q2 | $303K | Sell |
1,075
-56
| -5% | -$15.8K | 0.02% | 385 |
|
|
2019
Q1 | $324K | Buy |
1,131
+19
| +2% | +$5.44K | 0.02% | 336 |
|
|
2018
Q4 | $292K | Buy |
1,112
+113
| +11% | +$29.7K | 0.03% | 296 |
|
|
2018
Q3 | $273K | Buy |
999
+43
| +4% | +$11.8K | 0.03% | 337 |
|
|
2018
Q2 | $227K | Buy |
956
+18
| +2% | +$4.27K | 0.03% | 350 |
|
|
2018
Q1 | $206K | Buy |
+938
| New | +$206K | 0.03% | 347 |
|