Everett Harris & Co’s Eli Lilly LLY Stock Holding History

Everett Harris & Co’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.95M	Sell	8,916 -59	-0.7%	-$46K	0.09%	63
2025 Q1	$7.41M	Sell	8,975 -15	-0.2%	-$12.4K	0.1%	59
2024 Q4	$6.94M	Buy	8,990 +11	+0.1%	+$8.49K	0.09%	62
2024 Q3	$7.95M	Sell	8,979 -59	-0.7%	-$52.3K	0.1%	59
2024 Q2	$8.18M	Buy	9,038 +100	+1%	+$90.5K	0.1%	57
2024 Q1	$6.95M	Buy	8,938 +45	+0.5%	+$35K	0.09%	63
2023 Q4	$5.18M	Sell	8,893 -31	-0.3%	-$18.1K	0.07%	65
2023 Q3	$4.79M	Buy	8,924 +11	+0.1%	+$5.91K	0.07%	66
2023 Q2	$4.18M	Buy	8,913 +233	+3%	+$109K	0.06%	74
2023 Q1	$2.98M	Buy	8,680 +40	+0.5%	+$13.7K	0.05%	78
2022 Q4	$3.16M	Hold	8,640	–	–	0.05%	77
2022 Q3	$2.79M	Sell	8,640 -41	-0.5%	-$13.3K	0.05%	80
2022 Q2	$2.82M	Buy	8,681 +358	+4%	+$116K	0.05%	80
2022 Q1	$2.38M	Hold	8,323	–	–	0.03%	96
2021 Q4	$2.3M	Sell	8,323 -11	-0.1%	-$3.04K	0.03%	97
2021 Q3	$1.93M	Buy	8,334 +977	+13%	+$226K	0.03%	100
2021 Q2	$1.69M	Sell	7,357 -327	-4%	-$75.1K	0.03%	111
2021 Q1	$1.44M	Sell	7,684 -500	-6%	-$93.4K	0.02%	115
2020 Q4	$1.38M	Buy	8,184 +467	+6%	+$78.9K	0.02%	110
2020 Q3	$1.14M	Sell	7,717 -70	-0.9%	-$10.4K	0.02%	118
2020 Q2	$1.28M	Buy	7,787 +241	+3%	+$39.6K	0.03%	112
2020 Q1	$1.05M	Buy	+7,546	New	+$1.05M	0.03%	118
2016 Q2	–	Sell	-5,490	Closed	-$395K	–	240
2016 Q1	$395K	Hold	5,490	–	–	0.01%	187
2015 Q4	$463K	Hold	5,490	–	–	0.02%	174
2015 Q3	$459K	Hold	5,490	–	–	0.02%	177
2015 Q2	$458K	Buy	5,490 +290	+6%	+$24.2K	0.02%	178
2015 Q1	$378K	Hold	5,200	–	–	0.01%	182
2014 Q4	$359K	Buy	5,200 +200	+4%	+$13.8K	0.01%	180
2014 Q3	$324K	Hold	5,000	–	–	0.01%	189
2014 Q2	$311K	Hold	5,000	–	–	0.01%	191
2014 Q1	$294K	Hold	5,000	–	–	0.01%	196
2013 Q4	$255K	Hold	5,000	–	–	0.01%	196
2013 Q3	$252K	Hold	5,000	–	–	0.01%	184
2013 Q2	$246K	Buy	+5,000	New	+$246K	0.01%	190