Financial Advocates Investment Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,144
| Closed | -$4.01M | – | 355 |
|
|
2025
Q2 | $4.01M | Sell |
5,144
-1,047
| -17% | -$814K | 0.33% | 71 |
|
|
2025
Q1 | $5.11M | Buy |
6,191
+178
| +3% | +$148K | 0.36% | 58 |
|
|
2024
Q4 | $4.64M | Sell |
6,013
-697
| -10% | -$577K | 0.26% | 84 |
|
|
2024
Q3 | $5.94M | Sell |
6,710
-291
| -4% | -$262K | 0.34% | 67 |
|
|
2024
Q2 | $6.34M | Sell |
7,001
-676
| -9% | -$541K | 0.39% | 52 |
|
|
2024
Q1 | $5.97M | Buy |
7,677
+952
| +14% | +$678K | 0.35% | 74 |
|
|
2023
Q4 | $3.92M | Buy |
6,725
+85
| +1% | +$49.6K | 0.26% | 93 |
|
|
2023
Q3 | $3.57M | Buy |
6,640
+1,401
| +27% | +$722K | 0.26% | 96 |
|
|
2023
Q2 | $2.46M | Buy |
5,239
+173
| +3% | +$72.6K | 0.18% | 138 |
|
|
2023
Q1 | $1.74M | Buy |
5,066
+524
| +12% | +$177K | 0.13% | 190 |
|
|
2022
Q4 | $1.66M | Sell |
4,542
-1,767
| -28% | -$627K | 0.12% | 199 |
|
|
2022
Q3 | $1.38M | Sell |
6,309
-1,434
| -19% | -$454K | 0.11% | 200 |
|
|
2022
Q2 | $2.51M | Buy |
7,743
+3,326
| +75% | +$998K | 0.2% | 125 |
|
|
2022
Q1 | $1.26M | Sell |
4,417
-116
| -3% | -$29.9K | 0.08% | 254 |
|
|
2021
Q4 | $1.25M | Buy |
4,533
+29
| +0.6% | +$7.35K | 0.08% | 284 |
|
|
2021
Q3 | $1.04M | Buy |
4,504
+107
| +2% | +$26.4K | 0.07% | 302 |
|
|
2021
Q2 | $1.01M | Buy |
4,397
+190
| +5% | +$38.2K | 0.07% | 316 |
|
|
2021
Q1 | $775K | Sell |
4,207
-154
| -4% | -$30.1K | 0.05% | 382 |
|
|
2020
Q4 | $736K | Buy |
4,361
+171
| +4% | +$25.5K | 0.05% | 364 |
|
|
2020
Q3 | $620K | Sell |
4,190
-533
| -11% | -$82.5K | 0.05% | 337 |
|
|
2020
Q2 | $775K | Buy |
4,723
+6
| +0.1% | +$921 | 0.07% | 282 |
|
|
2020
Q1 | $654K | Sell |
4,717
-408
| -8% | -$56.1K | 0.09% | 233 |
|
|
2019
Q4 | $673K | Buy |
5,125
+188
| +4% | +$21.8K | 0.07% | 266 |
|
|
2019
Q3 | $552K | Buy |
4,937
+149
| +3% | +$16.6K | 0.06% | 270 |
|
|
2019
Q2 | $530K | Buy |
4,788
+806
| +20% | +$94.9K | 0.06% | 282 |
|
|
2019
Q1 | $517K | Sell |
3,982
-23
| -0.6% | -$2.8K | 0.06% | 263 |
|
|
2018
Q4 | $464K | Sell |
4,005
-1,498
| -27% | -$167K | 0.06% | 257 |
|
|
2018
Q3 | $591K | Buy |
5,503
+599
| +12% | +$59.9K | 0.07% | 261 |
|
|
2018
Q2 | $421K | Buy |
4,904
+23
| +0.5% | +$1.89K | 0.05% | 294 |
|
|
2018
Q1 | $378K | Sell |
4,881
-228
| -4% | -$18.4K | 0.05% | 314 |
|
|
2017
Q4 | $432K | Buy |
+5,109
| New | +$435K | 0.06% | 278 |
|
Other funds holding LLY
Financial Advocates Investment Management's LLY Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Eli Lilly (LLY) in Q3 2025, closing a stake of 5,144 shares — an estimated $4.01M sold.
Financial Advocates Investment Management first reported a position in LLY in Q4 2017 and held it in 31 quarters. The position peaked at $6.34M in Q2 2024. 3,899 funds tracked by Wall St. Rank hold LLY as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Eli Lilly position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 5,144 Eli Lilly shares in Q3 2025, an estimated $4.01M.
- Financial Advocates Investment Management first reported a position in Eli Lilly in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's Eli Lilly position peaked at $6.34M in Q2 2024.
- 3,899 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.