JNBA Financial Advisors’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 | $345K | Hold |
443
| – | – | 0.03% | 149 |
|
2025
Q1 | $366K | Sell |
443
-56
| -11% | -$46.3K | 0.04% | 145 |
|
2024
Q4 | $385K | Hold |
499
| – | – | 0.04% | 144 |
|
2024
Q3 | $442K | Hold |
499
| – | – | 0.04% | 134 |
|
2024
Q2 | $452K | Sell |
499
-130
| -21% | -$118K | 0.05% | 134 |
|
2024
Q1 | $489K | Buy |
629
+229
| +57% | +$178K | 0.05% | 133 |
|
2023
Q4 | $233K | Sell |
400
-116
| -22% | -$67.6K | 0.03% | 185 |
|
2023
Q3 | $277K | Sell |
516
-32
| -6% | -$17.2K | 0.03% | 169 |
|
2023
Q2 | $257K | Buy |
548
+4
| +0.7% | +$1.88K | 0.03% | 176 |
|
2023
Q1 | $187K | Buy |
544
+4
| +0.7% | +$1.37K | 0.02% | 191 |
|
2022
Q4 | $198K | Hold |
540
| – | – | 0.03% | 187 |
|
2022
Q3 | $175K | Sell |
540
-59
| -10% | -$19.1K | 0.03% | 191 |
|
2022
Q2 | $194K | Sell |
599
-29
| -5% | -$9.39K | 0.03% | 182 |
|
2022
Q1 | $180K | Hold |
628
| – | – | 0.02% | 194 |
|
2021
Q4 | $173K | Buy |
628
+88
| +16% | +$24.2K | 0.02% | 201 |
|
2021
Q3 | $125K | Hold |
540
| – | – | 0.02% | 217 |
|
2021
Q2 | $124K | Hold |
540
| – | – | 0.02% | 215 |
|
2021
Q1 | $101K | Buy |
540
+30
| +6% | +$5.61K | 0.01% | 221 |
|
2020
Q4 | $86K | Hold |
510
| – | – | 0.01% | 219 |
|
2020
Q3 | $75K | Hold |
510
| – | – | 0.02% | 211 |
|
2020
Q2 | $84K | Sell |
510
-200
| -28% | -$32.9K | 0.02% | 200 |
|
2020
Q1 | $98K | Sell |
710
-83
| -10% | -$11.5K | 0.02% | 178 |
|
2019
Q4 | $104K | Buy |
793
+193
| +32% | +$25.3K | 0.02% | 181 |
|
2019
Q3 | $67K | Sell |
600
-200
| -25% | -$22.3K | 0.01% | 204 |
|
2019
Q2 | $89K | Buy |
800
+100
| +14% | +$11.1K | 0.02% | 188 |
|
2019
Q1 | $91K | Hold |
700
| – | – | 0.02% | 181 |
|
2018
Q4 | $81K | Sell |
700
-1,100
| -61% | -$127K | 0.02% | 172 |
|
2018
Q3 | $193K | Buy |
1,800
+1,100
| +157% | +$118K | 0.09% | 130 |
|
2018
Q2 | $60K | Hold |
700
| – | – | 0.01% | 209 |
|
2018
Q1 | $54K | Hold |
700
| – | – | 0.01% | 215 |
|
2017
Q4 | $59K | Sell |
700
-300
| -30% | -$25.3K | 0.01% | 209 |
|
2017
Q3 | $86K | Buy |
1,000
+300
| +43% | +$25.8K | 0.02% | 174 |
|
2017
Q2 | $58K | Hold |
700
| – | – | 0.01% | 194 |
|
2017
Q1 | $59K | Hold |
700
| – | – | 0.01% | 191 |
|
2016
Q4 | $51K | Sell |
700
-1,331
| -66% | -$97K | 0.01% | 207 |
|
2016
Q3 | $163K | Buy |
2,031
+1,331
| +190% | +$107K | 0.02% | 264 |
|
2016
Q2 | $55K | Sell |
700
-65
| -8% | -$5.11K | 0.02% | 194 |
|
2016
Q1 | $55K | Buy |
765
+65
| +9% | +$4.67K | 0.02% | 188 |
|
2015
Q4 | $59K | Hold |
700
| – | – | 0.02% | 180 |
|
2015
Q3 | $59K | Hold |
700
| – | – | 0.03% | 169 |
|
2015
Q2 | $58K | Hold |
700
| – | – | 0.02% | 170 |
|
2015
Q1 | $51K | Hold |
700
| – | – | 0.02% | 188 |
|
2014
Q4 | $48K | Hold |
700
| – | – | 0.02% | 195 |
|
2014
Q3 | $45K | Hold |
700
| – | – | 0.02% | 202 |
|
2014
Q2 | $44K | Hold |
700
| – | – | 0.02% | 188 |
|
2014
Q1 | $41K | Hold |
700
| – | – | 0.02% | 181 |
|
2013
Q4 | $36K | Hold |
700
| – | – | 0.02% | 185 |
|
2013
Q3 | $35K | Hold |
700
| – | – | 0.02% | 178 |
|
2013
Q2 | $34K | Buy |
+700
| New | +$34K | 0.02% | 167 |
|