Annex Advisory Services’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
$3.06M Sell
3,927
-197
-5% -$154K 0.07% 113
2025
Q1
$3.41M Buy
4,124
+240
+6% +$198K 0.1% 98
2024
Q4
$3M Sell
3,884
-337
-8% -$260K 0.09% 101
2024
Q3
$3.74M Sell
4,221
-182
-4% -$161K 0.12% 93
2024
Q2
$3.99M Buy
4,403
+71
+2% +$64.3K 0.14% 88
2024
Q1
$3.37M Buy
4,332
+535
+14% +$416K 0.12% 93
2023
Q4
$2.21M Buy
3,797
+1,547
+69% +$902K 0.09% 100
2023
Q3
$1.21M Buy
2,250
+12
+0.5% +$6.45K 0.07% 100
2023
Q2
$1.05M Sell
2,238
-12
-0.5% -$5.63K 0.06% 106
2023
Q1
$773K Sell
2,250
-8
-0.4% -$2.75K 0.04% 121
2022
Q4
$826K Sell
2,258
-665
-23% -$243K 0.05% 125
2022
Q3
$945K Buy
2,923
+7
+0.2% +$2.26K 0.06% 121
2022
Q2
$946K Buy
2,916
+513
+21% +$166K 0.07% 132
2022
Q1
$688K Buy
2,403
+82
+4% +$23.5K 0.05% 137
2021
Q4
$641K Buy
2,321
+444
+24% +$123K 0.04% 142
2021
Q3
$434K Sell
1,877
-321
-15% -$74.2K 0.04% 149
2021
Q2
$504K Buy
2,198
+73
+3% +$16.7K 0.04% 145
2021
Q1
$397K Buy
2,125
+27
+1% +$5.04K 0.04% 143
2020
Q4
$354K Buy
2,098
+16
+0.8% +$2.7K 0.03% 143
2020
Q3
$308K Buy
2,082
+3
+0.1% +$444 0.04% 101
2020
Q2
$341K Buy
2,079
+2
+0.1% +$328 0.05% 99
2020
Q1
$288K Buy
2,077
+18
+0.9% +$2.5K 0.04% 103
2019
Q4
$271K Sell
2,059
-57
-3% -$7.5K 0.03% 109
2019
Q3
$236K Buy
+2,116
New +$236K 0.03% 116
2019
Q2
Sell
-1,546
Closed -$201K 124
2019
Q1
$201K Buy
+1,546
New +$201K 0.03% 122