Lindbrook Capital’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $342K | Buy |
786
+400
| +104% | +$174K | 0.03% | 287 |
|
|
2024
Q4 | $142K | Sell |
386
-257
| -40% | -$94.8K | 0.01% | 457 |
|
|
2024
Q3 | $334K | Sell |
643
-38
| -6% | -$19.8K | 0.03% | 287 |
|
|
2024
Q2 | $369K | Buy |
681
+59
| +9% | +$32K | 0.03% | 251 |
|
|
2024
Q1 | $323K | Buy |
622
+27
| +5% | +$14K | 0.03% | 270 |
|
|
2023
Q4 | $281K | Buy |
595
+250
| +72% | +$118K | 0.03% | 289 |
|
|
2023
Q3 | $150K | Sell |
345
-7
| -2% | -$3.05K | 0.02% | 380 |
|
|
2023
Q2 | $156K | Buy |
352
+90
| +34% | +$40K | 0.02% | 387 |
|
|
2023
Q1 | $120K | Sell |
262
-107
| -29% | -$49.2K | 0.01% | 434 |
|
|
2022
Q4 | $189K | Buy |
369
+62
| +20% | +$31.8K | 0.02% | 339 |
|
|
2022
Q3 | $139K | Buy |
307
+4
| +1% | +$1.81K | 0.02% | 356 |
|
|
2022
Q2 | $146K | Buy |
303
+57
| +23% | +$27.5K | 0.02% | 358 |
|
|
2022
Q1 | $121K | Buy |
246
+14
| +6% | +$6.89K | 0.02% | 407 |
|
|
2021
Q4 | $108K | Buy |
232
+13
| +6% | +$6.05K | 0.02% | 469 |
|
|
2021
Q3 | $82K | Hold |
219
| – | – | 0.02% | 308 |
|
|
2021
Q2 | $84K | Hold |
219
| – | – | 0.02% | 332 |
|
|
2021
Q1 | $79K | Sell |
219
-5
| -2% | -$1.8K | 0.02% | 318 |
|
|
2020
Q4 | $72K | Buy |
224
+5
| +2% | +$1.61K | 0.02% | 306 |
|
|
2020
Q3 | $59K | Buy |
219
+7
| +3% | +$1.89K | 0.02% | 315 |
|
|
2020
Q2 | $56K | Sell |
212
-69
| -25% | -$18.2K | 0.02% | 339 |
|
|
2020
Q1 | $64K | Sell |
281
-181
| -39% | -$41.2K | 0.02% | 264 |
|
|
2019
Q4 | $140K | Buy |
462
+105
| +29% | +$31.8K | 0.05% | 193 |
|
|
2019
Q3 | $86K | Sell |
357
-15
| -4% | -$3.61K | 0.03% | 264 |
|
|
2019
Q2 | $104K | Buy |
372
+10
| +3% | +$2.8K | 0.04% | 226 |
|
|
2019
Q1 | $103K | Buy |
362
+48
| +15% | +$13.7K | 0.04% | 216 |
|
|
2018
Q4 | $82K | Buy |
+314
| New | +$82K | 0.04% | 228 |
|