KFP
KMG Fiduciary Partners’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Buy |
30,002
+1,197
| +4% | +$933K | 1.73% | 10 |
|
|
2025
Q1 | $23.8M | Buy |
28,805
+2,444
| +9% | +$2.02M | 1.98% | 10 |
|
|
2024
Q4 | $20.4M | Buy |
26,361
+831
| +3% | +$642K | 1.68% | 10 |
|
|
2024
Q3 | $22.6M | Sell |
25,530
-506
| -2% | -$448K | 1.95% | 10 |
|
|
2024
Q2 | $23.6M | Buy |
26,036
+590
| +2% | +$534K | 2.32% | 8 |
|
|
2024
Q1 | $19.8M | Buy |
25,446
+1,963
| +8% | +$1.53M | 2.05% | 9 |
|
|
2023
Q4 | $13.7M | Sell |
23,483
-190
| -0.8% | -$111K | 1.59% | 12 |
|
|
2023
Q3 | $12.7M | Buy |
23,673
+462
| +2% | +$248K | 1.68% | 12 |
|
|
2023
Q2 | $10.9M | Buy |
23,211
+118
| +0.5% | +$55.3K | 1.41% | 14 |
|
|
2023
Q1 | $7.93M | Buy |
23,093
+4,653
| +25% | +$1.6M | 1.14% | 20 |
|
|
2022
Q4 | $6.75M | Buy |
18,440
+850
| +5% | +$311K | 1.11% | 18 |
|
|
2022
Q3 | $5.69M | Buy |
17,590
+2,528
| +17% | +$817K | 1.09% | 20 |
|
|
2022
Q2 | $4.88M | Buy |
15,062
+1,946
| +15% | +$631K | 0.91% | 33 |
|
|
2022
Q1 | $3.76M | Buy |
13,116
+2,809
| +27% | +$804K | 0.6% | 43 |
|
|
2021
Q4 | $2.85M | Buy |
10,307
+3,478
| +51% | +$961K | 0.44% | 61 |
|
|
2021
Q3 | $1.58M | Buy |
6,829
+3,193
| +88% | +$738K | 0.27% | 89 |
|
|
2021
Q2 | $835K | Buy |
3,636
+29
| +0.8% | +$6.66K | 0.15% | 108 |
|
|
2021
Q1 | $674K | Buy |
3,607
+196
| +6% | +$36.6K | 0.13% | 116 |
|
|
2020
Q4 | $567K | Buy |
3,411
+19
| +0.6% | +$3.16K | 0.12% | 115 |
|
|
2020
Q3 | $502K | Buy |
3,392
+67
| +2% | +$9.92K | 0.12% | 111 |
|
|
2020
Q2 | $546K | Buy |
3,325
+157
| +5% | +$25.8K | 0.15% | 91 |
|
|
2020
Q1 | $439K | Sell |
3,168
-331
| -9% | -$45.9K | 0.14% | 93 |
|
|
2019
Q4 | $460K | Sell |
3,499
-200
| -5% | -$26.3K | 0.14% | 87 |
|
|
2019
Q3 | $414K | Sell |
3,699
-248
| -6% | -$27.8K | 0.14% | 85 |
|
|
2019
Q2 | $437K | Sell |
3,947
-139
| -3% | -$15.4K | 0.16% | 78 |
|
|
2019
Q1 | $530K | Buy |
4,086
+243
| +6% | +$31.5K | 0.2% | 76 |
|
|
2018
Q4 | $445K | Buy |
+3,843
| New | +$445K | 0.2% | 69 |
|