Souders Financial Advisors’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 | $985K | Sell |
2,534
-604
| -19% | -$235K | 0.13% | 86 |
|
|
2025
Q1 | $1.36M | Buy |
3,138
+194
| +7% | +$84.4K | 0.19% | 74 |
|
|
2024
Q4 | $1.09M | Sell |
2,944
-349
| -11% | -$129K | 0.15% | 99 |
|
|
2024
Q3 | $1.71M | Sell |
3,293
-1
| -0% | -$520 | 0.24% | 74 |
|
|
2024
Q2 | $1.79M | Buy |
3,294
+975
| +42% | +$528K | 0.27% | 69 |
|
|
2024
Q1 | $1.2M | Sell |
2,319
-45
| -2% | -$23.3K | 0.19% | 83 |
|
|
2023
Q4 | $1.11M | Buy |
2,364
+4
| +0.2% | +$1.89K | 0.19% | 83 |
|
|
2023
Q3 | $1.03M | Sell |
2,360
-78
| -3% | -$34K | 0.2% | 84 |
|
|
2023
Q2 | $1.08M | Buy |
2,438
+29
| +1% | +$12.9K | 0.21% | 81 |
|
|
2023
Q1 | $1.11M | Buy |
2,409
+18
| +0.8% | +$8.28K | 0.24% | 80 |
|
|
2022
Q4 | $1.23M | Buy |
2,391
+15
| +0.6% | +$7.7K | 0.28% | 76 |
|
|
2022
Q3 | $1.08M | Buy |
2,376
+122
| +5% | +$55.4K | 0.29% | 76 |
|
|
2022
Q2 | $1.09M | Buy |
2,254
+3
| +0.1% | +$1.45K | 0.31% | 69 |
|
|
2022
Q1 | $1.11M | Buy |
2,251
+24
| +1% | +$11.8K | 0.32% | 67 |
|
|
2021
Q4 | $1.03M | Buy |
2,227
+1
| +0% | +$464 | 0.3% | 73 |
|
|
2021
Q3 | $830K | Sell |
2,226
-519
| -19% | -$194K | 0.27% | 76 |
|
|
2021
Q2 | $1.05M | Sell |
2,745
-32
| -1% | -$12.2K | 0.35% | 64 |
|
|
2021
Q1 | $997K | Buy |
2,777
+26
| +0.9% | +$9.34K | 0.39% | 57 |
|
|
2020
Q4 | $883K | Buy |
2,751
+3
| +0.1% | +$963 | 0.38% | 56 |
|
|
2020
Q3 | $903K | Sell |
2,748
-1,070
| -28% | -$352K | 0.43% | 52 |
|
|
2020
Q2 | $1M | Hold |
3,818
| – | – | 0.57% | 49 |
|
|
2020
Q1 | $867K | Buy |
+3,818
| New | +$867K | 0.77% | 35 |
|