Ehrlich Financial Group’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
Sell
-245
Closed -$202K 116
2025
Q1
$202K Buy
+245
New +$202K 0.15% 99
2024
Q4
Sell
-245
Closed -$217K 116
2024
Q3
$217K Buy
245
+9
+4% +$7.97K 0.15% 103
2024
Q2
$214K Sell
236
-40
-14% -$36.2K 0.17% 98
2024
Q1
$215K Buy
+276
New +$215K 0.18% 93