Alera Investment Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.69M | Buy |
3,041
+317
| +12% | +$281K | 0.32% | 45 |
|
|
2024
Q2 | $2.47M | Buy |
2,724
+1,359
| +100% | +$1.23M | 0.3% | 49 |
|
|
2024
Q1 | $1.06M | Sell |
1,365
-1,372
| -50% | -$1.07M | 0.14% | 56 |
|
|
2023
Q4 | $1.6M | Sell |
2,737
-196
| -7% | -$114K | 0.21% | 34 |
|
|
2023
Q3 | $1.58M | Sell |
2,933
-125
| -4% | -$67.1K | 0.26% | 28 |
|
|
2023
Q2 | $1.43M | Sell |
3,058
-1
| -0% | -$469 | 0.31% | 33 |
|
|
2023
Q1 | $1.05M | Sell |
3,059
-299
| -9% | -$103K | 0.24% | 42 |
|
|
2022
Q4 | $1.23M | Sell |
3,358
-140
| -4% | -$51.2K | 0.29% | 37 |
|
|
2022
Q3 | $1.13M | Sell |
3,498
-18
| -0.5% | -$5.82K | 0.32% | 37 |
|
|
2022
Q2 | $1.14M | Buy |
3,516
+50
| +1% | +$16.2K | 0.32% | 38 |
|
|
2022
Q1 | $993K | Buy |
3,466
+1,630
| +89% | +$467K | 0.23% | 56 |
|
|
2021
Q4 | $507K | Sell |
1,836
-577
| -24% | -$159K | 0.14% | 54 |
|
|
2021
Q3 | $558K | Hold |
2,413
| – | – | 0.16% | 48 |
|
|
2021
Q2 | $554K | Buy |
2,413
+51
| +2% | +$11.7K | 0.17% | 47 |
|
|
2021
Q1 | $441K | Sell |
2,362
-343
| -13% | -$64K | 0.15% | 53 |
|
|
2020
Q4 | $457K | Buy |
2,705
+113
| +4% | +$19.1K | 0.16% | 46 |
|
|
2020
Q3 | $384K | Buy |
2,592
+528
| +26% | +$78.2K | 0.15% | 48 |
|
|
2020
Q2 | $339K | Hold |
2,064
| – | – | 0.18% | 48 |
|
|
2020
Q1 | $286K | Buy |
2,064
+64
| +3% | +$8.87K | 0.17% | 49 |
|
|
2019
Q4 | $263K | Sell |
2,000
-437
| -18% | -$57.5K | 0.12% | 49 |
|
|
2019
Q3 | $273K | Buy |
2,437
+55
| +2% | +$6.16K | 0.14% | 58 |
|
|
2019
Q2 | $264K | Sell |
2,382
-85
| -3% | -$9.42K | 0.14% | 59 |
|
|
2019
Q1 | $320K | Buy |
2,467
+57
| +2% | +$7.39K | 0.16% | 51 |
|
|
2018
Q4 | $279K | Buy |
+2,410
| New | +$279K | 0.17% | 68 |
|