Howe & Rusling’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
$698K Buy
895
+469
+110% +$366K 0.05% 150
2025
Q1
$352K Buy
426
+55
+15% +$45.5K 0.03% 195
2024
Q4
$286K Sell
371
-35
-9% -$27K 0.02% 217
2024
Q3
$360K Sell
406
-299
-42% -$265K 0.03% 197
2024
Q2
$639K Buy
705
+74
+12% +$67K 0.06% 134
2024
Q1
$491K Hold
631
0.05% 151
2023
Q4
$368K Sell
631
-71
-10% -$41.4K 0.04% 159
2023
Q3
$377K Buy
702
+3
+0.4% +$1.61K 0.04% 147
2023
Q2
$328K Sell
699
-57
-8% -$26.7K 0.04% 171
2023
Q1
$260K Sell
756
-133
-15% -$45.7K 0.03% 192
2022
Q4
$325K Buy
889
+21
+2% +$7.68K 0.04% 155
2022
Q3
$281K Buy
868
+219
+34% +$70.9K 0.04% 166
2022
Q2
$210K Sell
649
-5
-0.8% -$1.62K 0.03% 194
2022
Q1
$187K Buy
654
+10
+2% +$2.86K 0.02% 208
2021
Q4
$178K Hold
644
0.02% 209
2021
Q3
$149K Sell
644
-7
-1% -$1.62K 0.02% 219
2021
Q2
$149K Sell
651
-3
-0.5% -$687 0.02% 206
2021
Q1
$122K Sell
654
-48
-7% -$8.95K 0.02% 217
2020
Q4
$119K Buy
702
+217
+45% +$36.8K 0.02% 209
2020
Q3
$72K Sell
485
-75
-13% -$11.1K 0.01% 230
2020
Q2
$92K Sell
560
-3,989
-88% -$655K 0.02% 192
2020
Q1
$631K Sell
4,549
-21
-0.5% -$2.91K 0.14% 86
2019
Q4
$601K Hold
4,570
0.1% 128
2019
Q3
$511K Hold
4,570
0.09% 132
2019
Q2
$506K Sell
4,570
-19
-0.4% -$2.1K 0.09% 127
2019
Q1
$595K Buy
4,589
+3,990
+666% +$517K 0.1% 124
2018
Q4
$69K Sell
599
-19
-3% -$2.19K 0.01% 230
2018
Q3
$66K Sell
618
-32
-5% -$3.42K 0.01% 238
2018
Q2
$55K Sell
650
-224
-26% -$19K 0.01% 250
2018
Q1
$68K Sell
874
-3,218
-79% -$250K 0.01% 249
2017
Q4
$346K Sell
4,092
-142
-3% -$12K 0.06% 151
2017
Q3
$362K Buy
4,234
+3,153
+292% +$270K 0.07% 144
2017
Q2
$89K Sell
1,081
-330
-23% -$27.2K 0.02% 212
2017
Q1
$119K Sell
1,411
-41
-3% -$3.46K 0.02% 183
2016
Q4
$107K Buy
1,452
+202
+16% +$14.9K 0.02% 192
2016
Q3
$100K Buy
1,250
+948
+314% +$75.8K 0.02% 190
2016
Q2
$24K Sell
302
-150
-33% -$11.9K 0.01% 321
2016
Q1
$33K Sell
452
-1,300
-74% -$94.9K 0.01% 325
2015
Q4
$148K Buy
1,752
+1,300
+288% +$110K 0.03% 168
2015
Q3
$38K Hold
452
0.01% 303
2015
Q2
$38K Hold
452
0.01% 326
2015
Q1
$33K Hold
452
0.01% 327
2014
Q4
$31K Hold
452
0.01% 336
2014
Q3
$29K Hold
452
0.01% 339
2014
Q2
$28K Sell
452
-4,077
-90% -$253K 0.01% 347
2014
Q1
$267K Buy
4,529
+4,066
+878% +$240K 0.07% 127
2013
Q4
$24K Sell
463
-137
-23% -$7.1K 0.01% 371
2013
Q3
$30K Sell
600
-5,153
-90% -$258K 0.01% 411
2013
Q2
$283K Buy
+5,753
New +$283K 0.08% 139