Sowell Financial Services’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 | $562K | Sell |
1,445
-89
| -6% | -$34.6K | 0.02% | 578 |
|
|
2025
Q1 | $667K | Buy |
+1,534
| New | +$667K | 0.03% | 515 |
|
|
2023
Q2 | – | Sell |
-1,398
| Closed | -$643K | – | 627 |
|
|
2023
Q1 | $643K | Buy |
+1,398
| New | +$643K | 0.05% | 391 |
|
|
2021
Q2 | – | Sell |
-1,538
| Closed | -$598K | – | 1141 |
|
|
2021
Q1 | $598K | Buy |
1,538
+581
| +61% | +$226K | 0.02% | 581 |
|
|
2020
Q4 | $307K | Sell |
957
-489
| -34% | -$157K | 0.01% | 687 |
|
|
2020
Q3 | $388K | Buy |
1,446
+520
| +56% | +$140K | 0.02% | 530 |
|
|
2020
Q2 | $244K | Buy |
926
+278
| +43% | +$73.3K | 0.01% | 655 |
|
|
2020
Q1 | $147K | Buy |
648
+90
| +16% | +$20.4K | 0.01% | 738 |
|
|
2019
Q4 | $169K | Sell |
558
-457
| -45% | -$138K | 0.01% | 768 |
|
|
2019
Q3 | $244K | Buy |
+1,015
| New | +$244K | 0.02% | 585 |
|
|
2019
Q1 | $320K | Buy |
+1,116
| New | +$320K | 0.04% | 439 |
|
|
2018
Q2 | – | Sell |
-2,394
| Closed | -$549K | – | 299 |
|
|
2018
Q1 | $549K | Buy |
+2,394
| New | +$549K | 0.14% | 142 |
|
|
2017
Q1 | – | Sell |
-130
| Closed | -$21K | – | 338 |
|
|
2016
Q4 | $21K | Buy |
+130
| New | +$21K | 0.01% | 420 |
|