Jackson Grant Investment Advisers’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
$2.17M Sell
2,787
-6
-0.2% -$4.68K 0.8% 22
2025
Q1
$2.31M Buy
2,793
+3
+0.1% +$2.48K 0.89% 22
2024
Q4
$2.15M Sell
2,790
-9
-0.3% -$6.95K 0.83% 23
2024
Q3
$2.48M Buy
2,799
+3
+0.1% +$2.66K 0.93% 21
2024
Q2
$2.53M Sell
2,796
-206
-7% -$187K 1.02% 19
2024
Q1
$2.34M Buy
3,002
+4
+0.1% +$3.11K 0.96% 20
2023
Q4
$1.75M Buy
2,998
+4
+0.1% +$2.33K 0.77% 25
2023
Q3
$1.61M Sell
2,994
-478
-14% -$257K 0.78% 26
2023
Q2
$1.63M Sell
3,472
-235
-6% -$110K 0.76% 25
2023
Q1
$1.27M Sell
3,707
-108
-3% -$37.1K 0.6% 31
2022
Q4
$1.4M Buy
3,815
+5
+0.1% +$1.83K 0.67% 27
2022
Q3
$1.23M Buy
3,810
+5
+0.1% +$1.62K 0.64% 27
2022
Q2
$1.23M Buy
3,805
+5
+0.1% +$1.62K 0.61% 28
2022
Q1
$1.09M Buy
3,800
+6
+0.2% +$1.72K 0.46% 37
2021
Q4
$1.05M Buy
3,794
+10
+0.3% +$2.76K 0.53% 29
2021
Q3
$874K Buy
3,784
+7
+0.2% +$1.62K 0.39% 38
2021
Q2
$867K Buy
3,777
+13
+0.3% +$2.98K 0.38% 39
2021
Q1
$703K Buy
3,764
+11
+0.3% +$2.05K 0.32% 49
2020
Q4
$634K Buy
3,753
+258
+7% +$43.6K 0.32% 46
2020
Q3
$517K Buy
3,495
+13
+0.4% +$1.92K 0.31% 44
2020
Q2
$572K Buy
3,482
+15
+0.4% +$2.46K 0.36% 43
2020
Q1
$481K Buy
3,467
+19
+0.6% +$2.64K 0.35% 44
2019
Q4
$453K Sell
3,448
-25
-0.7% -$3.29K 0.25% 53
2019
Q3
$388K Buy
3,473
+19
+0.6% +$2.12K 0.22% 57
2019
Q2
$383K Buy
3,454
+19
+0.6% +$2.11K 0.22% 57
2019
Q1
$446K Buy
3,435
+17
+0.5% +$2.21K 0.27% 50
2018
Q4
$395K Sell
3,418
-346
-9% -$40K 0.28% 51
2018
Q3
$404K Buy
3,764
+20
+0.5% +$2.15K 0.25% 52
2018
Q2
$319K Buy
3,744
+25
+0.7% +$2.13K 0.22% 58
2018
Q1
$288K Buy
3,719
+27
+0.7% +$2.09K 0.2% 62
2017
Q4
$312K Buy
3,692
+22
+0.6% +$1.86K 0.21% 62
2017
Q3
$314K Buy
3,670
+23
+0.6% +$1.97K 0.23% 53
2017
Q2
$300K Buy
3,647
+24
+0.7% +$1.97K 0.23% 50
2017
Q1
$305K Sell
3,623
-338
-9% -$28.5K 0.24% 48
2016
Q4
$291K Buy
3,961
+30
+0.8% +$2.2K 0.25% 48
2016
Q3
$316K Buy
3,931
+26
+0.7% +$2.09K 0.26% 46
2016
Q2
$308K Buy
3,905
+26
+0.7% +$2.05K 0.27% 41
2016
Q1
$279K Buy
3,879
+22
+0.6% +$1.58K 0.25% 45
2015
Q4
$325K Buy
+3,857
New +$325K 0.31% 45