Shufro Rose & Co’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Hold |
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|
2025
Q1 | $544K | Hold |
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|
2024
Q4 | $461K | Sell |
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|
2024
Q3 | $684K | Hold |
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|
2024
Q2 | $684K | Sell |
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|
2024
Q1 | $661K | Sell |
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|
2023
Q4 | $566K | Hold |
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|
2023
Q3 | $566K | Hold |
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|
2023
Q2 | $578K | Hold |
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|
2023
Q1 | $598K | Sell |
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|
2022
Q4 | $718K | Sell |
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|
2022
Q3 | $641K | Hold |
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|
2022
Q2 | $681K | Sell |
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|
2022
Q1 | $701K | Buy |
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|
2021
Q4 | $655K | Hold |
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|
2021
Q3 | $526K | Hold |
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|
2021
Q2 | $539K | Buy |
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|
2021
Q1 | $503K | Sell |
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|
2020
Q4 | $458K | Sell |
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|
2020
Q3 | $389K | Hold |
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|
2020
Q2 | $381K | Hold |
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|
2020
Q1 | $329K | Sell |
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|
2019
Q4 | $474K | Sell |
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|
2019
Q3 | $424K | Hold |
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|
2019
Q2 | $499K | Hold |
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|
2019
Q1 | $507K | Hold |
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|
2018
Q4 | $464K | Buy |
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|
2018
Q3 | $469K | Hold |
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|
2018
Q2 | $408K | Buy |
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|
2018
Q1 | $363K | Hold |
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|
2017
Q4 | $371K | Hold |
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|
2017
Q3 | $313K | Hold |
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|
2017
Q2 | $310K | Sell |
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|
2017
Q1 | $537K | Hold |
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|
2016
Q4 | $467K | Hold |
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|
2016
Q3 | $407K | Hold |
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|
2016
Q2 | $427K | Sell |
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|
2016
Q1 | $493K | Sell |
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|
2015
Q4 | $648K | Hold |
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|
2015
Q3 | $651K | Sell |
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|
2015
Q2 | $828K | Hold |
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|
2015
Q1 | $779K | Sell |
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|
2014
Q4 | $684K | Hold |
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|
2014
Q3 | $651K | Sell |
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|
2014
Q2 | $688K | Hold |
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|
2014
Q1 | $637K | Hold |
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|
2013
Q4 | $591K | Hold |
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|
2013
Q3 | $535K | Hold |
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|
2013
Q2 | $523K | Buy |
|