Kapstone 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 | – | Sell |
-252
| Closed | -$208K | – | 124 |
|
|
2025
Q1 | $208K | Hold |
252
| – | – | 0.12% | 99 |
|
|
2024
Q4 | $203K | Sell |
252
-514
| -67% | -$413K | 0.11% | 102 |
|
|
2024
Q3 | $672K | Buy |
766
+256
| +50% | +$225K | 0.41% | 47 |
|
|
2024
Q2 | $462K | Buy |
510
+45
| +10% | +$40.7K | 0.3% | 58 |
|
|
2024
Q1 | $362K | Hold |
465
| – | – | 0.25% | 69 |
|
|
2023
Q4 | $292K | Buy |
+465
| New | +$292K | 0.23% | 78 |
|