CBA
Coastal Bridge Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
+2,364
| New | +$1.84M | 0.15% | 145 |
|
|
2025
Q1 | – | Sell |
-660
| Closed | -$510K | – | 340 |
|
|
2024
Q4 | $510K | Buy |
660
+116
| +21% | +$89.6K | 0.13% | 96 |
|
|
2024
Q3 | $482K | Sell |
544
-322
| -37% | -$285K | 0.12% | 97 |
|
|
2024
Q2 | $784K | Buy |
866
+8
| +0.9% | +$7.24K | 0.19% | 73 |
|
|
2024
Q1 | $667K | Buy |
858
+100
| +13% | +$77.8K | 0.15% | 83 |
|
|
2023
Q4 | $442K | Buy |
758
+9
| +1% | +$5.25K | 0.11% | 104 |
|
|
2023
Q3 | $402K | Hold |
749
| – | – | 0.11% | 104 |
|
|
2023
Q2 | $351K | Hold |
749
| – | – | 0.09% | 106 |
|
|
2023
Q1 | $257K | Sell |
749
-221
| -23% | -$75.9K | 0.07% | 125 |
|
|
2022
Q4 | $355K | Hold |
970
| – | – | 0.1% | 106 |
|
|
2022
Q3 | $314K | Sell |
970
-125
| -11% | -$40.5K | 0.08% | 116 |
|
|
2022
Q2 | $355K | Buy |
1,095
+125
| +13% | +$40.5K | 0.11% | 99 |
|
|
2022
Q1 | $278K | Buy |
970
+222
| +30% | +$63.6K | 0.06% | 122 |
|
|
2021
Q4 | $207K | Buy |
+748
| New | +$207K | 0.04% | 181 |
|