Helen Stephens 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
$245K Hold
314
0.06% 79
2025
Q1
$259K Hold
314
0.07% 72
2024
Q4
$242K Sell
314
-76
-19% -$58.7K 0.07% 78
2024
Q3
$346K Buy
390
+5
+1% +$4.43K 0.1% 65
2024
Q2
$349K Buy
385
+1
+0.3% +$905 0.12% 62
2024
Q1
$299K Buy
384
+13
+4% +$10.1K 0.12% 57
2023
Q4
$216K Buy
+371
New +$216K 0.1% 72