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