Security Financial Services’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 | – | Sell |
-497
| Closed | -$216K | – | 182 |
|
|
2025
Q1 | $216K | Buy |
+497
| New | +$216K | 0.04% | 163 |
|
|
2024
Q4 | – | Sell |
-400
| Closed | -$208K | – | 169 |
|
|
2024
Q3 | $208K | Sell |
400
-16
| -4% | -$8.32K | 0.04% | 161 |
|
|
2024
Q2 | $225K | Buy |
416
+19
| +5% | +$10.3K | 0.05% | 153 |
|
|
2024
Q1 | $206K | Buy |
+397
| New | +$206K | 0.05% | 183 |
|