Kestra Private Wealth Services’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 | $38.1M | Buy |
48,936
+4,864
| +11% | +$3.79M | 0.55% | 29 |
|
|
2025
Q1 | $36.4M | Buy |
44,072
+4,718
| +12% | +$3.9M | 0.61% | 25 |
|
|
2024
Q4 | $30.4M | Buy |
39,354
+6,386
| +19% | +$4.93M | 0.52% | 34 |
|
|
2024
Q3 | $29.2M | Sell |
32,968
-2,793
| -8% | -$2.48M | 0.54% | 30 |
|
|
2024
Q2 | $32.4M | Buy |
35,761
+5,160
| +17% | +$4.67M | 0.65% | 24 |
|
|
2024
Q1 | $23.8M | Buy |
30,601
+1,129
| +4% | +$878K | 0.54% | 32 |
|
|
2023
Q4 | $17.2M | Buy |
29,472
+908
| +3% | +$529K | 0.44% | 45 |
|
|
2023
Q3 | $15.3M | Buy |
28,564
+1,861
| +7% | +$1,000K | 0.48% | 45 |
|
|
2023
Q2 | $12.5M | Buy |
26,703
+3,854
| +17% | +$1.81M | 0.43% | 50 |
|
|
2023
Q1 | $7.85M | Buy |
22,849
+1,225
| +6% | +$421K | 0.31% | 84 |
|
|
2022
Q4 | $7.91M | Buy |
21,624
+2,646
| +14% | +$968K | 0.4% | 65 |
|
|
2022
Q3 | $6.14M | Buy |
18,978
+339
| +2% | +$110K | 0.36% | 68 |
|
|
2022
Q2 | $6.04M | Buy |
18,639
+470
| +3% | +$152K | 0.34% | 66 |
|
|
2022
Q1 | $5.2M | Sell |
18,169
-481
| -3% | -$138K | 0.26% | 91 |
|
|
2021
Q4 | $5.15M | Buy |
18,650
+329
| +2% | +$90.9K | 0.25% | 98 |
|
|
2021
Q3 | $4.23M | Buy |
18,321
+77
| +0.4% | +$17.8K | 0.24% | 103 |
|
|
2021
Q2 | $4.19M | Sell |
18,244
-414
| -2% | -$95K | 0.25% | 94 |
|
|
2021
Q1 | $3.49M | Buy |
18,658
+1,706
| +10% | +$319K | 0.24% | 95 |
|
|
2020
Q4 | $2.83M | Buy |
16,952
+1,239
| +8% | +$207K | 0.21% | 120 |
|
|
2020
Q3 | $2.33M | Buy |
+15,713
| New | +$2.33M | 0.2% | 115 |
|