Oxford Financial Group’s Elevance Health ELV Stock Holding History

Oxford Financial Group’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$442K	Sell
2025 Q1	$495K	Buy
2024 Q4	$409K	Sell
2024 Q3	$592K	Sell
2024 Q2	$698K	Buy
2024 Q1	$639K	Sell
2023 Q4	$870K	Buy
2023 Q3	$801K	Buy
2023 Q2	$335K	Buy