Sigma Planning Corp’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
$737K Sell
1,895
-299
-14% -$116K 0.02% 621
2025
Q1
$955K Buy
2,194
+174
+9% +$75.7K 0.03% 509
2024
Q4
$745K Sell
2,020
-365
-15% -$135K 0.02% 589
2024
Q3
$1.24M Buy
2,385
+109
+5% +$56.7K 0.04% 425
2024
Q2
$1.23M Buy
2,276
+39
+2% +$21.1K 0.04% 418
2024
Q1
$1.16M Buy
2,237
+1,578
+239% +$818K 0.04% 457
2023
Q4
$311K Sell
659
-461
-41% -$217K 0.02% 609
2023
Q3
$488K Sell
1,120
-830
-43% -$361K 0.02% 731
2023
Q2
$866K Sell
1,950
-398
-17% -$177K 0.03% 523
2023
Q1
$1.08M Buy
2,348
+601
+34% +$276K 0.04% 478
2022
Q4
$896K Sell
1,747
-367
-17% -$188K 0.03% 531
2022
Q3
$960K Sell
2,114
-69
-3% -$31.3K 0.04% 474
2022
Q2
$1.05M Buy
2,183
+63
+3% +$30.4K 0.04% 441
2022
Q1
$1.04M Sell
2,120
-180
-8% -$88.5K 0.03% 516
2021
Q4
$1.07M Sell
2,300
-15
-0.6% -$6.95K 0.03% 522
2021
Q3
$863K Sell
2,315
-106
-4% -$39.5K 0.03% 594
2021
Q2
$925K Buy
2,421
+509
+27% +$194K 0.03% 577
2021
Q1
$686K Buy
1,912
+221
+13% +$79.3K 0.02% 631
2020
Q4
$543K Sell
1,691
-433
-20% -$139K 0.02% 657
2020
Q3
$571K Sell
2,124
-203
-9% -$54.6K 0.02% 560
2020
Q2
$612K Buy
2,327
+586
+34% +$154K 0.03% 518
2020
Q1
$395K Buy
1,741
+86
+5% +$19.5K 0.02% 554
2019
Q4
$500K Sell
1,655
-164
-9% -$49.5K 0.02% 591
2019
Q3
$437K Sell
1,819
-744
-29% -$179K 0.02% 617
2019
Q2
$724K Sell
2,563
-8,999
-78% -$2.54M 0.04% 433
2019
Q1
$3.32M Buy
11,562
+9,913
+601% +$2.84M 0.19% 131
2018
Q4
$433K Sell
1,649
-1,147
-41% -$301K 0.03% 480
2018
Q3
$766K Buy
2,796
+52
+2% +$14.2K 0.05% 356
2018
Q2
$653K Sell
2,744
-203
-7% -$48.3K 0.04% 387
2018
Q1
$648K Buy
2,947
+1,076
+58% +$237K 0.05% 364
2017
Q4
$421K Buy
1,871
+110
+6% +$24.8K 0.03% 489
2017
Q3
$334K Buy
1,761
+349
+25% +$66.2K 0.03% 562
2017
Q2
$266K Buy
1,412
+119
+9% +$22.4K 0.03% 603
2017
Q1
$214K Buy
+1,293
New +$214K 0.02% 681
2016
Q3
Sell
-1,546
Closed -$203K 746
2016
Q2
$203K Buy
1,546
+83
+6% +$10.9K 0.03% 607
2016
Q1
$203K Buy
1,463
+4
+0.3% +$555 0.03% 591
2015
Q4
$203K Buy
+1,459
New +$203K 0.03% 594