CarsonAllaria 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
$1.15M Sell
1,469
-4
-0.3% -$3.12K 0.61% 27
2025
Q1
$1.22M Sell
1,473
-3
-0.2% -$2.48K 0.71% 27
2024
Q4
$1.14M Sell
1,476
-121
-8% -$93.5K 0.65% 26
2024
Q3
$1.42M Buy
1,597
+2
+0.1% +$1.77K 0.81% 25
2024
Q2
$1.44M Sell
1,595
-38
-2% -$34.4K 0.88% 24
2024
Q1
$1.27M Buy
1,633
+3
+0.2% +$2.33K 0.8% 25
2023
Q4
$950K Sell
1,630
-18
-1% -$10.5K 0.68% 24
2023
Q3
$885K Hold
1,648
0.72% 25
2023
Q2
$773K Buy
1,648
+4
+0.2% +$1.88K 0.61% 25
2023
Q1
$565K Buy
1,644
+5
+0.3% +$1.72K 0.48% 29
2022
Q4
$600K Buy
1,639
+1,145
+232% +$419K 0.53% 28
2022
Q3
$160K Buy
494
+2
+0.4% +$648 0.15% 73
2022
Q2
$160K Hold
492
0.15% 75
2022
Q1
$141K Buy
492
+2
+0.4% +$573 0.13% 77
2021
Q4
$135K Buy
+490
New +$135K 0.12% 83