KCFA
Key Client Fiduciary Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Buy |
1,123
+50
| +5% | +$39K | 0.35% | 63 |
|
|
2025
Q1 | $886K | Buy |
1,073
+15
| +1% | +$12.4K | 0.4% | 54 |
|
|
2024
Q4 | $817K | Sell |
1,058
-59
| -5% | -$45.6K | 0.36% | 63 |
|
|
2024
Q3 | $989K | Buy |
1,117
+37
| +3% | +$32.8K | 0.44% | 52 |
|
|
2024
Q2 | $978K | Buy |
1,080
+30
| +3% | +$27.2K | 0.49% | 50 |
|
|
2024
Q1 | $817K | Sell |
1,050
-4
| -0.4% | -$3.11K | 0.43% | 55 |
|
|
2023
Q4 | $614K | Buy |
1,054
+108
| +11% | +$63K | 0.36% | 67 |
|
|
2023
Q3 | $508K | Buy |
946
+32
| +4% | +$17.2K | 0.31% | 77 |
|
|
2023
Q2 | $429K | Buy |
914
+4
| +0.4% | +$1.88K | 0.25% | 95 |
|
|
2023
Q1 | $313K | Sell |
910
-10
| -1% | -$3.44K | 0.2% | 116 |
|
|
2022
Q4 | $336K | Buy |
920
+281
| +44% | +$103K | 0.23% | 97 |
|
|
2022
Q3 | $207K | Sell |
639
-5
| -0.8% | -$1.62K | 0.19% | 95 |
|
|
2022
Q2 | $209K | Sell |
644
-65
| -9% | -$21.1K | 0.2% | 100 |
|
|
2022
Q1 | $203K | Buy |
+709
| New | +$203K | 0.16% | 112 |
|