LPL Financial’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 | $80M | Buy |
205,658
+27,747
| +16% | +$10.8M | 0.03% | 566 |
|
|
2025
Q1 | $77.4M | Buy |
177,911
+702
| +0.4% | +$305K | 0.03% | 512 |
|
|
2024
Q4 | $65.4M | Sell |
177,209
-10,865
| -6% | -$4.01M | 0.03% | 540 |
|
|
2024
Q3 | $97.8M | Buy |
188,074
+13,619
| +8% | +$7.08M | 0.04% | 377 |
|
|
2024
Q2 | $94.5M | Buy |
174,455
+15,424
| +10% | +$8.36M | 0.05% | 350 |
|
|
2024
Q1 | $82.5M | Buy |
159,031
+23,216
| +17% | +$12M | 0.04% | 381 |
|
|
2023
Q4 | $64M | Buy |
135,815
+5,695
| +4% | +$2.69M | 0.04% | 420 |
|
|
2023
Q3 | $56.7M | Sell |
130,120
-35,885
| -22% | -$15.6M | 0.04% | 417 |
|
|
2023
Q2 | $73.8M | Buy |
166,005
+18,423
| +12% | +$8.19M | 0.05% | 317 |
|
|
2023
Q1 | $67.9M | Sell |
147,582
-17,499
| -11% | -$8.05M | 0.05% | 327 |
|
|
2022
Q4 | $84.7M | Buy |
165,081
+11,516
| +7% | +$5.91M | 0.07% | 257 |
|
|
2022
Q3 | $69.8M | Buy |
153,565
+27,826
| +22% | +$12.6M | 0.07% | 268 |
|
|
2022
Q2 | $60.7M | Buy |
125,739
+9,296
| +8% | +$4.49M | 0.06% | 301 |
|
|
2022
Q1 | $57.2M | Buy |
116,443
+2,669
| +2% | +$1.31M | 0.05% | 332 |
|
|
2021
Q4 | $52.7M | Buy |
113,774
+4,234
| +4% | +$1.96M | 0.04% | 354 |
|
|
2021
Q3 | $40.8M | Buy |
109,540
+16,120
| +17% | +$6.01M | 0.04% | 387 |
|
|
2021
Q2 | $35.7M | Buy |
93,420
+6,723
| +8% | +$2.57M | 0.04% | 403 |
|
|
2021
Q1 | $31.1M | Buy |
86,697
+2,148
| +3% | +$771K | 0.04% | 399 |
|
|
2020
Q4 | $27.1M | Buy |
84,549
+5,551
| +7% | +$1.78M | 0.04% | 381 |
|
|
2020
Q3 | $21.2M | Buy |
78,998
+5,534
| +8% | +$1.49M | 0.03% | 383 |
|
|
2020
Q2 | $19.3M | Buy |
73,464
+4,555
| +7% | +$1.2M | 0.03% | 382 |
|
|
2020
Q1 | $15.6M | Buy |
68,909
+5,930
| +9% | +$1.35M | 0.03% | 378 |
|
|
2019
Q4 | $19M | Buy |
62,979
+11,145
| +22% | +$3.37M | 0.03% | 373 |
|
|
2019
Q3 | $12.4M | Buy |
51,834
+4,544
| +10% | +$1.09M | 0.03% | 462 |
|
|
2019
Q2 | $13.3M | Buy |
47,290
+8,640
| +22% | +$2.44M | 0.03% | 426 |
|
|
2019
Q1 | $11.1M | Sell |
38,650
-363
| -0.9% | -$104K | 0.03% | 461 |
|
|
2018
Q4 | $10.2M | Buy |
39,013
+3,157
| +9% | +$829K | 0.03% | 434 |
|
|
2018
Q3 | $9.83M | Buy |
35,856
+593
| +2% | +$163K | 0.02% | 495 |
|
|
2018
Q2 | $8.39M | Buy |
35,263
+1,840
| +6% | +$438K | 0.02% | 513 |
|
|
2018
Q1 | $7.34M | Buy |
33,423
+6,875
| +26% | +$1.51M | 0.02% | 542 |
|
|
2017
Q4 | $5.97M | Buy |
26,548
+2,515
| +10% | +$566K | 0.02% | 587 |
|
|
2017
Q3 | $4.56M | Buy |
24,033
+310
| +1% | +$58.9K | 0.02% | 630 |
|
|
2017
Q2 | $4.46M | Buy |
23,723
+20,501
| +636% | +$3.86M | 0.02% | 594 |
|
|
2017
Q1 | $536K | Sell |
3,222
-174
| -5% | -$28.9K | ﹤0.01% | 1746 |
|
|
2016
Q4 | $486K | Sell |
3,396
-44
| -1% | -$6.3K | ﹤0.01% | 1772 |
|
|
2016
Q3 | $421K | Sell |
3,440
-298
| -8% | -$36.5K | ﹤0.01% | 1861 |
|
|
2016
Q2 | $494K | Sell |
3,738
-27,173
| -88% | -$3.59M | ﹤0.01% | 1679 |
|
|
2016
Q1 | $4.43M | Buy |
30,911
+4,906
| +19% | +$703K | 0.01% | 783 |
|
|
2015
Q4 | $3.67M | Buy |
26,005
+11,979
| +85% | +$1.69M | 0.01% | 853 |
|
|
2015
Q3 | $2M | Sell |
14,026
-13,958
| -50% | -$1.99M | 0.01% | 835 |
|
|
2015
Q2 | $4.52M | Buy |
27,984
+4,427
| +19% | +$715K | 0.02% | 554 |
|
|
2015
Q1 | $3.63M | Buy |
23,557
+853
| +4% | +$131K | 0.02% | 648 |
|
|
2014
Q4 | $2.85M | Buy |
22,704
+464
| +2% | +$58.3K | 0.02% | 715 |
|
|
2014
Q3 | $2.63M | Sell |
22,240
-3,199
| -13% | -$378K | 0.02% | 728 |
|
|
2014
Q2 | $2.74M | Sell |
25,439
-828
| -3% | -$89.1K | 0.02% | 715 |
|
|
2014
Q1 | $2.62M | Sell |
26,267
-141
| -0.5% | -$14K | 0.02% | 712 |
|
|
2013
Q4 | $2.44M | Buy |
26,408
+2,190
| +9% | +$202K | 0.02% | 715 |
|
|
2013
Q3 | $2.15M | Buy |
24,218
+2,587
| +12% | +$229K | 0.01% | 745 |
|
|
2013
Q2 | $1.77M | Buy |
+21,631
| New | +$1.77M | 0.01% | 780 |
|