Stratos Wealth 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 | – | Sell |
-504
| Closed | -$220K | – | 681 |
|
|
2025
Q1 | $220K | Buy |
+504
| New | +$220K | 0.01% | 608 |
|
|
2024
Q4 | – | Sell |
-871
| Closed | -$453K | – | 730 |
|
|
2024
Q3 | $453K | Buy |
871
+3
| +0.3% | +$1.56K | 0.02% | 518 |
|
|
2024
Q2 | $471K | Buy |
868
+215
| +33% | +$117K | 0.02% | 483 |
|
|
2024
Q1 | $339K | Sell |
653
-12
| -2% | -$6.23K | 0.02% | 537 |
|
|
2023
Q4 | $314K | Buy |
665
+6
| +0.9% | +$2.83K | 0.02% | 547 |
|
|
2023
Q3 | $287K | Buy |
659
+21
| +3% | +$9.15K | 0.02% | 539 |
|
|
2023
Q2 | $284K | Sell |
638
-12
| -2% | -$5.34K | 0.02% | 520 |
|
|
2023
Q1 | $299K | Sell |
650
-2,212
| -77% | -$1.02M | 0.02% | 492 |
|
|
2022
Q4 | $1.47M | Buy |
2,862
+1,915
| +202% | +$983K | 0.12% | 228 |
|
|
2022
Q3 | $430K | Sell |
947
-74
| -7% | -$33.6K | 0.05% | 375 |
|
|
2022
Q2 | $493K | Buy |
1,021
+48
| +5% | +$23.2K | 0.04% | 366 |
|
|
2022
Q1 | $478K | Buy |
973
+257
| +36% | +$126K | 0.04% | 381 |
|
|
2021
Q4 | $332K | Buy |
+716
| New | +$332K | 0.02% | 449 |
|