Stonegate Investment Group’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	$204K	Buy	525 +63	+14%	+$24.5K	0.01%	377
2025 Q1	$201K	Buy	+462	New	+$201K	0.01%	342
2024 Q4	–	Sell	-456	Closed	-$237K	–	406
2024 Q3	$237K	Buy	+456	New	+$237K	0.01%	308