LRI Investments’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 | $625K | Sell |
1,607
-62
| -4% | -$24.1K | 0.05% | 155 |
|
|
2025
Q1 | $726K | Buy |
1,669
+23
| +1% | +$10K | 0.07% | 130 |
|
|
2024
Q4 | $607K | Sell |
1,646
-15
| -0.9% | -$5.53K | 0.06% | 121 |
|
|
2024
Q3 | $676K | Buy |
1,661
+55
| +3% | +$22.4K | 0.07% | 121 |
|
|
2024
Q2 | $870K | Hold |
1,606
| – | – | 0.1% | 73 |
|
|
2024
Q1 | $833K | Buy |
+1,606
| New | +$833K | 0.21% | 55 |
|