Allworth Financial’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $44.7M | Buy |
57,329
+33,897
| +145% | +$26.4M | 0.21% | 66 |
|
2025
Q1 | $20.1M | Buy |
23,432
+8,479
| +57% | +$7.29M | 0.11% | 104 |
|
2024
Q4 | $11.3M | Buy |
14,953
+4,303
| +40% | +$3.24M | 0.06% | 161 |
|
2024
Q3 | $9.44M | Sell |
10,650
-2,798
| -21% | -$2.48M | 0.06% | 146 |
|
2024
Q2 | $11.5M | Buy |
13,448
+6,067
| +82% | +$5.2M | 0.07% | 124 |
|
2024
Q1 | $5.74M | Buy |
7,381
+1,860
| +34% | +$1.45M | 0.04% | 184 |
|
2023
Q4 | $3.22M | Buy |
5,521
+233
| +4% | +$136K | 0.02% | 237 |
|
2023
Q3 | $2.84M | Buy |
5,288
+672
| +15% | +$361K | 0.02% | 237 |
|
2023
Q2 | $2.16M | Buy |
4,616
+702
| +18% | +$329K | 0.02% | 269 |
|
2023
Q1 | $1.34M | Sell |
3,914
-1,174
| -23% | -$403K | 0.01% | 315 |
|
2022
Q4 | $1.86M | Buy |
5,088
+2,723
| +115% | +$996K | 0.02% | 252 |
|
2022
Q3 | $765K | Buy |
2,365
+175
| +8% | +$56.6K | 0.01% | 361 |
|
2022
Q2 | $710K | Buy |
2,190
+522
| +31% | +$169K | 0.01% | 349 |
|
2022
Q1 | $478K | Buy |
1,668
+207
| +14% | +$59.3K | 0.01% | 403 |
|
2021
Q4 | $403K | Buy |
1,461
+70
| +5% | +$19.3K | 0.01% | 403 |
|
2021
Q3 | $321K | Buy |
1,391
+711
| +105% | +$164K | 0.01% | 395 |
|
2021
Q2 | $156K | Sell |
680
-685
| -50% | -$157K | ﹤0.01% | 403 |
|
2021
Q1 | $255K | Sell |
1,365
-139
| -9% | -$26K | 0.01% | 319 |
|
2020
Q4 | $254K | Buy |
1,504
+330
| +28% | +$55.7K | 0.01% | 257 |
|
2020
Q3 | $174K | Sell |
1,174
-249
| -17% | -$36.9K | 0.01% | 254 |
|
2020
Q2 | $234K | Hold |
1,423
| – | – | 0.01% | 227 |
|
2020
Q1 | $197K | Sell |
1,423
-40
| -3% | -$5.54K | 0.01% | 241 |
|
2019
Q4 | $192K | Buy |
1,463
+161
| +12% | +$21.1K | 0.01% | 196 |
|
2019
Q3 | $146K | Buy |
1,302
+75
| +6% | +$8.41K | 0.01% | 198 |
|
2019
Q2 | $136K | Buy |
1,227
+261
| +27% | +$28.9K | 0.01% | 200 |
|
2019
Q1 | $125K | Buy |
966
+3
| +0.3% | +$388 | 0.01% | 214 |
|
2018
Q4 | $111K | Buy |
963
+776
| +415% | +$89.4K | 0.01% | 203 |
|
2018
Q3 | $20K | Buy |
187
+15
| +9% | +$1.6K | ﹤0.01% | 425 |
|
2018
Q2 | $15K | Sell |
172
-74
| -30% | -$6.45K | ﹤0.01% | 456 |
|
2018
Q1 | $19K | Sell |
246
-2
| -0.8% | -$154 | ﹤0.01% | 381 |
|
2017
Q4 | $21K | Sell |
248
-84
| -25% | -$7.11K | ﹤0.01% | 369 |
|
2017
Q3 | $28K | Buy |
332
+82
| +33% | +$6.92K | ﹤0.01% | 306 |
|
2017
Q2 | $21K | Sell |
250
-22
| -8% | -$1.85K | ﹤0.01% | 367 |
|
2017
Q1 | $23K | Sell |
272
-66
| -20% | -$5.58K | ﹤0.01% | 339 |
|
2016
Q4 | $25K | Buy |
338
+51
| +18% | +$3.77K | ﹤0.01% | 287 |
|
2016
Q3 | $23K | Buy |
287
+77
| +37% | +$6.17K | ﹤0.01% | 304 |
|
2016
Q2 | $17K | Sell |
210
-71
| -25% | -$5.75K | ﹤0.01% | 328 |
|
2016
Q1 | $20K | Hold |
281
| – | – | ﹤0.01% | 307 |
|
2015
Q4 | $24K | Sell |
281
-529
| -65% | -$45.2K | ﹤0.01% | 283 |
|
2015
Q3 | $68K | Buy |
810
+645
| +391% | +$54.1K | 0.02% | 176 |
|
2015
Q2 | $14K | Hold |
165
| – | – | 0.01% | 349 |
|
2015
Q1 | $12K | Buy |
+165
| New | +$12K | ﹤0.01% | 373 |
|