Oxford Financial Group’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 | $442K | Sell |
1,136
-2
| -0.2% | -$778 | 0.03% | 144 |
|
|
2025
Q1 | $495K | Buy |
1,138
+28
| +3% | +$12.2K | 0.03% | 131 |
|
|
2024
Q4 | $409K | Sell |
1,110
-28
| -2% | -$10.3K | 0.03% | 171 |
|
|
2024
Q3 | $592K | Sell |
1,138
-151
| -12% | -$78.5K | 0.04% | 124 |
|
|
2024
Q2 | $698K | Buy |
1,289
+57
| +5% | +$30.9K | 0.05% | 117 |
|
|
2024
Q1 | $639K | Sell |
1,232
-612
| -33% | -$317K | 0.04% | 109 |
|
|
2023
Q4 | $870K | Buy |
1,844
+5
| +0.3% | +$2.36K | 0.06% | 93 |
|
|
2023
Q3 | $801K | Buy |
1,839
+1,084
| +144% | +$472K | 0.07% | 89 |
|
|
2023
Q2 | $335K | Buy |
+755
| New | +$335K | 0.03% | 167 |
|