Sanibel Captiva Trust Company’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 | $462K | Sell |
1,189
-67
| -5% | -$26.1K | 0.01% | 292 |
|
|
2025
Q1 | $546K | Sell |
1,256
-10
| -0.8% | -$4.35K | 0.02% | 262 |
|
|
2024
Q4 | $467K | Sell |
1,266
-416
| -25% | -$153K | 0.01% | 283 |
|
|
2024
Q3 | $875K | Buy |
1,682
+191
| +13% | +$99.3K | 0.03% | 231 |
|
|
2024
Q2 | $808K | Buy |
1,491
+230
| +18% | +$125K | 0.03% | 223 |
|
|
2024
Q1 | $654K | Buy |
1,261
+8
| +0.6% | +$4.15K | 0.02% | 235 |
|
|
2023
Q4 | $591K | Buy |
+1,253
| New | +$591K | 0.02% | 228 |
|