Heron Financial Group’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $823K | Sell |
1,754
-40
| -2% | -$18.8K | 0.44% | 50 |
|
|
2023
Q1 | $616K | Sell |
1,794
-100
| -5% | -$34.3K | 0.34% | 66 |
|
|
2022
Q4 | $680K | Hold |
1,894
| – | – | 0.45% | 49 |
|
|
2022
Q3 | $612K | Hold |
1,894
| – | – | 0.38% | 57 |
|
|
2022
Q2 | $614K | Sell |
1,894
-20
| -1% | -$6.48K | 0.37% | 60 |
|
|
2022
Q1 | $548K | Hold |
1,914
| – | – | 0.29% | 76 |
|
|
2021
Q4 | $475K | Hold |
1,914
| – | – | 0.26% | 83 |
|
|
2021
Q3 | $442K | Hold |
1,914
| – | – | 0.25% | 85 |
|
|
2021
Q2 | $439K | Sell |
1,914
-50
| -3% | -$11.5K | 0.25% | 87 |
|
|
2021
Q1 | $364K | Buy |
1,964
+20
| +1% | +$3.71K | 0.22% | 93 |
|
|
2020
Q4 | $322K | Hold |
1,944
| – | – | 0.22% | 98 |
|
|
2020
Q3 | $285K | Sell |
1,944
-330
| -15% | -$48.4K | 0.23% | 96 |
|
|
2020
Q2 | $371K | Sell |
2,274
-100
| -4% | -$16.3K | 0.33% | 72 |
|
|
2020
Q1 | $359K | Buy |
2,374
+100
| +4% | +$15.1K | 0.37% | 67 |
|
|
2019
Q4 | $328K | Buy |
+2,274
| New | +$328K | 0.27% | 88 |
|