SAG
SageView Advisory Group’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-718
| Closed | -$312K | – | 623 |
|
|
2025
Q1 | $312K | Buy |
718
+49
| +7% | +$21.3K | 0.01% | 463 |
|
|
2024
Q4 | $247K | Buy |
669
+101
| +18% | +$37.2K | 0.01% | 511 |
|
|
2024
Q3 | $295K | Sell |
568
-337
| -37% | -$175K | 0.02% | 403 |
|
|
2024
Q2 | $490K | Buy |
905
+34
| +4% | +$18.4K | 0.02% | 342 |
|
|
2024
Q1 | $452K | Sell |
871
-545
| -38% | -$283K | 0.02% | 347 |
|
|
2023
Q4 | $697K | Buy |
1,416
+739
| +109% | +$364K | 0.03% | 326 |
|
|
2023
Q3 | $297K | Buy |
677
+136
| +25% | +$59.6K | 0.02% | 428 |
|
|
2023
Q2 | $242K | Sell |
541
-109
| -17% | -$48.7K | 0.01% | 493 |
|
|
2023
Q1 | $300K | Buy |
650
+56
| +9% | +$25.8K | 0.02% | 386 |
|
|
2022
Q4 | $303K | Buy |
+594
| New | +$303K | 0.02% | 319 |
|