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 |
|