KFG Wealth Management’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 | $356K | Buy |
457
+31
| +7% | +$24.2K | 0.06% | 147 |
|
|
2025
Q1 | $352K | Sell |
426
-27
| -6% | -$22.3K | 0.06% | 143 |
|
|
2024
Q4 | $350K | Sell |
453
-93
| -17% | -$71.8K | 0.07% | 130 |
|
|
2024
Q3 | $484K | Sell |
546
-12
| -2% | -$10.6K | 0.11% | 117 |
|
|
2024
Q2 | $505K | Buy |
558
+50
| +10% | +$45.3K | 0.2% | 90 |
|
|
2024
Q1 | $395K | Buy |
508
+16
| +3% | +$12.4K | 0.16% | 104 |
|
|
2023
Q4 | $287K | Sell |
492
-100
| -17% | -$58.3K | 0.13% | 102 |
|
|
2023
Q3 | $318K | Hold |
592
| – | – | 0.17% | 98 |
|
|
2023
Q2 | $277K | Hold |
592
| – | – | 0.16% | 96 |
|
|
2023
Q1 | $222K | Sell |
592
-18
| -3% | -$6.75K | 0.15% | 86 |
|
|
2022
Q4 | $223K | Buy |
+610
| New | +$223K | 0.23% | 66 |
|