Stifel Financial’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
$288M Sell
740,222
-10,622
-1% -$4.13M 0.28% 76
2025
Q1
$327M Buy
750,844
+50,143
+7% +$21.8M 0.35% 71
2024
Q4
$259M Sell
700,701
-12,326
-2% -$4.55M 0.27% 81
2024
Q3
$371M Buy
713,027
+538,978
+310% +$280M 0.39% 60
2024
Q2
$94.3M Sell
174,049
-13,320
-7% -$7.22M 0.11% 190
2024
Q1
$97.2M Buy
187,369
+13,277
+8% +$6.89M 0.11% 191
2023
Q4
$82.1M Buy
174,092
+4,088
+2% +$1.93M 0.1% 206
2023
Q3
$74M Sell
170,004
-4,905
-3% -$2.14M 0.1% 203
2023
Q2
$77.7M Sell
174,909
-17,539
-9% -$7.79M 0.11% 196
2023
Q1
$88.5M Sell
192,448
-16,604
-8% -$7.64M 0.13% 175
2022
Q4
$107M Sell
209,052
-2,191
-1% -$1.12M 0.16% 146
2022
Q3
$96M Sell
211,243
-427
-0.2% -$194K 0.16% 145
2022
Q2
$102M Buy
211,670
+34,715
+20% +$16.8M 0.16% 144
2022
Q1
$86.9M Buy
176,955
+909
+0.5% +$447K 0.12% 188
2021
Q4
$81.6M Buy
176,046
+116
+0.1% +$53.8K 0.11% 191
2021
Q3
$65.6M Buy
175,930
+2,165
+1% +$807K 0.1% 203
2021
Q2
$66.3M Buy
173,765
+15,872
+10% +$6.06M 0.1% 201
2021
Q1
$56.7M Buy
157,893
+146
+0.1% +$52.4K 0.09% 217
2020
Q4
$50.7M Sell
157,747
-2,654
-2% -$852K 0.09% 221
2020
Q3
$43.1M Buy
160,401
+2,109
+1% +$566K 0.09% 217
2020
Q2
$41.6M Sell
158,292
-36,821
-19% -$9.68M 0.1% 206
2020
Q1
$44.1M Buy
195,113
+30,540
+19% +$6.91M 0.12% 181
2019
Q4
$49.8M Sell
164,573
-7,002
-4% -$2.12M 0.1% 194
2019
Q3
$40.9M Buy
171,575
+15,240
+10% +$3.64M 0.1% 202
2019
Q2
$44.1M Buy
156,335
+4,623
+3% +$1.3M 0.11% 194
2019
Q1
$43.5M Buy
151,712
+4,690
+3% +$1.34M 0.12% 195
2018
Q4
$38.6M Buy
147,022
+13,018
+10% +$3.42M 0.12% 180
2018
Q3
$36.7M Buy
134,004
+33,451
+33% +$9.17M 0.11% 199
2018
Q2
$23.9M Buy
100,553
+56,427
+128% +$13.4M 0.07% 265
2018
Q1
$9.72M Buy
44,126
+15,181
+52% +$3.34M 0.03% 547
2017
Q4
$6.53M Buy
28,945
+1,595
+6% +$360K 0.02% 670
2017
Q3
$5.19M Buy
27,350
+1,074
+4% +$204K 0.02% 716
2017
Q2
$4.96M Buy
26,276
+1,868
+8% +$352K 0.02% 713
2017
Q1
$4.03M Sell
24,408
-9,863
-29% -$1.63M 0.02% 793
2016
Q4
$4.92M Sell
34,271
-14,536
-30% -$2.09M 0.02% 669
2016
Q3
$6.14M Buy
48,807
+1,906
+4% +$240K 0.03% 565
2016
Q2
$6.16M Buy
+46,901
New +$6.16M 0.03% 517
2016
Q1
Sell
-28,286
Closed -$3.95M 2273
2015
Q4
$3.95M Buy
28,286
+606
+2% +$84.5K 0.02% 667
2015
Q3
$3.88M Sell
27,680
-410
-1% -$57.4K 0.02% 609
2015
Q2
$4.59M Sell
28,090
-632
-2% -$103K 0.02% 615
2015
Q1
$4.43M Buy
28,722
+833
+3% +$129K 0.02% 650
2014
Q4
$3.5M Buy
27,889
+8,958
+47% +$1.13M 0.02% 693
2014
Q3
$2.26M Buy
18,931
+922
+5% +$110K 0.02% 728
2014
Q2
$1.94M Buy
18,009
+5,981
+50% +$644K 0.02% 795
2014
Q1
$1.2M Buy
+12,028
New +$1.2M 0.01% 975