Northern Financial 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 | $790K | Buy |
2,031
+521
| +35% | +$203K | 0.59% | 49 |
|
|
2025
Q1 | $657K | Buy |
1,510
+187
| +14% | +$81.3K | 0.54% | 57 |
|
|
2024
Q4 | $488K | Sell |
1,323
-587
| -31% | -$217K | 0.39% | 70 |
|
|
2024
Q3 | $993K | Sell |
1,910
-55
| -3% | -$28.6K | 0.75% | 45 |
|
|
2024
Q2 | $1.06M | Buy |
1,965
+187
| +11% | +$101K | 0.85% | 40 |
|
|
2024
Q1 | $922K | Buy |
1,778
+312
| +21% | +$162K | 0.72% | 46 |
|
|
2023
Q4 | $691K | Buy |
1,466
+132
| +10% | +$62.2K | 0.58% | 59 |
|
|
2023
Q3 | $581K | Sell |
1,334
-124
| -9% | -$54K | 0.53% | 59 |
|
|
2023
Q2 | $648K | Buy |
1,458
+20
| +1% | +$8.89K | 0.57% | 55 |
|
|
2023
Q1 | $661K | Buy |
1,438
+103
| +8% | +$47.4K | 0.62% | 51 |
|
|
2022
Q4 | $685K | Buy |
+1,335
| New | +$685K | 0.77% | 44 |
|