Silver Oak Securities’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 | $609K | Buy |
1,565
+262
| +20% | +$102K | 0.05% | 359 |
|
|
2025
Q1 | $563K | Sell |
1,303
-505
| -28% | -$218K | 0.05% | 347 |
|
|
2024
Q4 | $667K | Sell |
1,808
-153
| -8% | -$56.4K | 0.06% | 316 |
|
|
2024
Q3 | $1.02M | Buy |
1,961
+1,741
| +791% | +$909K | 0.11% | 196 |
|
|
2024
Q2 | $119K | Buy |
220
+15
| +7% | +$8.13K | 0.02% | 421 |
|
|
2024
Q1 | $106K | Sell |
205
-1,269
| -86% | -$658K | 0.02% | 423 |
|
|
2023
Q4 | $695K | Buy |
1,474
+1,272
| +630% | +$600K | 0.09% | 226 |
|
|
2023
Q3 | $88K | Buy |
+202
| New | +$88K | 0.02% | 345 |
|
|
2022
Q4 | – | Sell |
-202
| Closed | -$88K | – | 357 |
|
|
2022
Q3 | $88K | Buy |
+202
| New | +$88K | 0.02% | 345 |
|