Oxford Financial Group’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $204K | Sell |
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|
2025
Q3 | $387K | Buy |
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|
2025
Q2 | $442K | Sell |
|
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|
2025
Q1 | $495K | Buy |
|
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|
2024
Q4 | $409K | Sell |
|
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|
2024
Q3 | $592K | Sell |
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|
2024
Q2 | $698K | Buy |
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|
2024
Q1 | $639K | Sell |
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|
2023
Q4 | $870K | Buy |
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|
2023
Q3 | $801K | Buy |
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|
2023
Q2 | $335K | Buy |
|