Halter Ferguson Financial’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
$602K Sell
772
-326
-30% -$254K 0.21% 20
2025
Q1
$907K Sell
1,098
-5,703
-84% -$4.71M 0.46% 17
2024
Q4
$5.25M Buy
6,801
+968
+17% +$747K 2.15% 7
2024
Q3
$5.17M Buy
5,833
+140
+2% +$124K 2.75% 6
2024
Q2
$5.15M Sell
5,693
-5,974
-51% -$5.41M 3.66% 5
2024
Q1
$9.08M Sell
11,667
-390
-3% -$303K 7.03% 4
2023
Q4
$7.03M Buy
+12,057
New +$7.03M 4.48% 5