Summit Financial Group’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $337K | Hold |
649
| – | – | 0.12% | 148 |
|
|
2023
Q4 | $306K | Sell |
649
-39
| -6% | -$18.4K | 0.12% | 150 |
|
|
2023
Q3 | $300K | Hold |
688
| – | – | 0.13% | 147 |
|
|
2023
Q2 | $306K | Hold |
688
| – | – | 0.12% | 151 |
|
|
2023
Q1 | $316K | Hold |
688
| – | – | 0.12% | 154 |
|
|
2022
Q4 | $353K | Sell |
688
-51
| -7% | -$26.2K | 0.14% | 147 |
|
|
2022
Q3 | $336K | Sell |
739
-5
| -0.7% | -$2.27K | 0.14% | 144 |
|
|
2022
Q2 | $359K | Hold |
744
| – | – | 0.14% | 144 |
|
|
2022
Q1 | $365K | Hold |
744
| – | – | 0.12% | 148 |
|
|
2021
Q4 | $345K | Buy |
744
+51
| +7% | +$23.6K | 0.11% | 158 |
|
|
2021
Q3 | $258K | Hold |
693
| – | – | 0.09% | 184 |
|
|
2021
Q2 | $265K | Hold |
693
| – | – | 0.1% | 173 |
|
|
2021
Q1 | $249K | Sell |
693
-53
| -7% | -$19K | 0.1% | 167 |
|
|
2020
Q4 | $240K | Sell |
746
-24
| -3% | -$7.72K | 0.11% | 151 |
|
|
2020
Q3 | $207K | Hold |
770
| – | – | 0.1% | 148 |
|
|
2020
Q2 | $202K | Buy |
+770
| New | +$202K | 0.11% | 151 |
|
|
2020
Q1 | – | Sell |
-783
| Closed | -$236K | – | 147 |
|
|
2019
Q4 | $236K | Buy |
+783
| New | +$236K | 0.11% | 145 |
|