Barnes Pettey Financial Advisors’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 | $371K | Sell |
476
-10
| -2% | -$7.8K | 0.25% | 71 |
|
|
2025
Q1 | $401K | Hold |
486
| – | – | 0.31% | 62 |
|
|
2024
Q4 | $375K | Sell |
486
-40
| -8% | -$30.9K | 0.29% | 60 |
|
|
2024
Q3 | $466K | Sell |
526
-2
| -0.4% | -$1.77K | 0.37% | 52 |
|
|
2024
Q2 | $478K | Sell |
528
-60
| -10% | -$54.3K | 0.41% | 46 |
|
|
2024
Q1 | $457K | Sell |
588
-3
| -0.5% | -$2.33K | 0.4% | 51 |
|
|
2023
Q4 | $345K | Sell |
591
-98
| -14% | -$57.1K | 0.28% | 64 |
|
|
2023
Q3 | $370K | Hold |
689
| – | – | 0.34% | 63 |
|
|
2023
Q2 | $323K | Hold |
689
| – | – | 0.28% | 65 |
|
|
2023
Q1 | $237K | Hold |
689
| – | – | 0.23% | 90 |
|
|
2022
Q4 | $252K | Sell |
689
-161
| -19% | -$58.9K | 0.26% | 84 |
|
|
2022
Q3 | $275K | Sell |
850
-50
| -6% | -$16.2K | 0.38% | 69 |
|
|
2022
Q2 | $292K | Hold |
900
| – | – | 0.38% | 66 |
|
|
2022
Q1 | $258K | Hold |
900
| – | – | 0.31% | 74 |
|
|
2021
Q4 | $249K | Buy |
+900
| New | +$249K | 0.29% | 78 |
|