Lakeshore Financial Planning’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 | $277K | Buy |
355
+95
| +37% | +$74.1K | 0.11% | 57 |
|
|
2025
Q1 | $215K | Buy |
+260
| New | +$215K | 0.09% | 71 |
|
|
2024
Q4 | – | Sell |
-360
| Closed | -$319K | – | 80 |
|
|
2024
Q3 | $319K | Buy |
+360
| New | +$319K | 0.14% | 51 |
|
|
2023
Q4 | – | Sell |
-489
| Closed | -$263K | – | 66 |
|
|
2023
Q3 | $263K | Buy |
+489
| New | +$263K | 0.15% | 48 |
|