Heritage Investment 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 | $1.66M | Hold |
2,127
| – | – | 0.29% | 30 |
|
|
2025
Q1 | $1.76M | Hold |
2,127
| – | – | 0.33% | 26 |
|
|
2024
Q4 | $1.64M | Buy |
2,127
+1
| +0% | +$772 | 0.31% | 25 |
|
|
2024
Q3 | $1.88M | Buy |
2,126
+79
| +4% | +$70K | 0.36% | 24 |
|
|
2024
Q2 | $1.85M | Hold |
2,047
| – | – | 0.38% | 24 |
|
|
2024
Q1 | $1.59M | Buy |
2,047
+21
| +1% | +$16.3K | 0.33% | 27 |
|
|
2023
Q4 | $1.18M | Sell |
2,026
-144
| -7% | -$83.9K | 0.26% | 32 |
|
|
2023
Q3 | $1.17M | Buy |
2,170
+144
| +7% | +$77.4K | 0.32% | 31 |
|
|
2023
Q2 | $950K | Buy |
2,026
+26
| +1% | +$12.2K | 0.26% | 30 |
|
|
2023
Q1 | $687K | Hold |
2,000
| – | – | 0.21% | 32 |
|
|
2022
Q4 | $732K | Hold |
2,000
| – | – | 0.23% | 31 |
|
|
2022
Q3 | $647K | Hold |
2,000
| – | – | 0.4% | 31 |
|
|
2022
Q2 | $648K | Hold |
2,000
| – | – | 0.37% | 30 |
|
|
2022
Q1 | $573K | Hold |
2,000
| – | – | 0.41% | 33 |
|
|
2021
Q4 | $552K | Buy |
+2,000
| New | +$552K | 0.43% | 35 |
|