Kings Point Capital Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $655K | Sell |
2,288
-154
| -6% | -$44.1K | 0.06% | 119 |
|
2021
Q4 | $675K | Buy |
2,442
+109
| +5% | +$30.1K | 0.06% | 126 |
|
2021
Q3 | $539K | Buy |
2,333
+304
| +15% | +$70.2K | 0.05% | 136 |
|
2021
Q2 | $466K | Buy |
2,029
+100
| +5% | +$23K | 0.04% | 137 |
|
2021
Q1 | $360K | Buy |
1,929
+33
| +2% | +$6.16K | 0.04% | 146 |
|
2020
Q4 | $320K | Sell |
1,896
-6
| -0.3% | -$1.01K | 0.03% | 144 |
|
2020
Q3 | $282K | Buy |
1,902
+173
| +10% | +$25.7K | 0.04% | 145 |
|
2020
Q2 | $284K | Hold |
1,729
| – | – | 0.04% | 138 |
|
2020
Q1 | $240K | Hold |
1,729
| – | – | 0.04% | 144 |
|
2019
Q4 | $227K | Hold |
1,729
| – | – | 0.03% | 167 |
|
2019
Q3 | $193K | Buy |
1,729
+325
| +23% | +$36.3K | 0.03% | 163 |
|
2019
Q2 | $156K | Buy |
1,404
+850
| +153% | +$94.4K | 0.03% | 155 |
|
2019
Q1 | $72K | Hold |
554
| – | – | 0.01% | 201 |
|
2018
Q4 | $64K | Hold |
554
| – | – | 0.01% | 197 |
|
2018
Q3 | $59K | Hold |
554
| – | – | 0.01% | 224 |
|
2018
Q2 | $47K | Hold |
554
| – | – | 0.01% | 242 |
|
2018
Q1 | $43K | Hold |
554
| – | – | 0.01% | 250 |
|
2017
Q4 | $47K | Sell |
554
-167
| -23% | -$14.2K | 0.01% | 238 |
|
2017
Q3 | $62K | Buy |
721
+167
| +30% | +$14.4K | 0.01% | 206 |
|
2017
Q2 | $46K | Hold |
554
| – | – | 0.01% | 219 |
|
2017
Q1 | $47K | Hold |
554
| – | – | 0.01% | 226 |
|
2016
Q4 | $41K | Hold |
554
| – | – | 0.01% | 210 |
|
2016
Q3 | $44K | Hold |
554
| – | – | 0.01% | 194 |
|
2016
Q2 | $44K | Hold |
554
| – | – | 0.01% | 195 |
|
2016
Q1 | $40K | Hold |
554
| – | – | 0.01% | 195 |
|
2015
Q4 | $47K | Hold |
554
| – | – | 0.01% | 203 |
|
2015
Q3 | $46K | Buy |
554
+400
| +260% | +$33.2K | 0.01% | 222 |
|
2015
Q2 | $13K | Hold |
154
| – | – | ﹤0.01% | 334 |
|
2015
Q1 | $11K | Hold |
154
| – | – | ﹤0.01% | 348 |
|
2014
Q4 | $11K | Buy |
+154
| New | +$11K | ﹤0.01% | 335 |
|