BankPlus Wealth Management’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
$784K Buy
1,006
+25
+3% +$19.5K 0.52% 33
2025
Q1
$810K Sell
981
-6
-0.6% -$4.95K 0.59% 30
2024
Q4
$761K Buy
+987
New +$761K 0.57% 32