Legacy Capital Group California’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-633
| Closed | -$489K | – | 339 |
|
|
2024
Q4 | $489K | Sell |
633
-1,219
| -66% | -$941K | 0.15% | 181 |
|
|
2024
Q3 | $1.64M | Sell |
1,852
-1
| -0.1% | -$886 | 0.55% | 34 |
|
|
2024
Q2 | $1.68M | Sell |
1,853
-39
| -2% | -$35.3K | 0.6% | 35 |
|
|
2024
Q1 | $1.47M | Buy |
1,892
+32
| +2% | +$24.9K | 0.54% | 40 |
|
|
2023
Q4 | $1.08M | Buy |
+1,860
| New | +$1.08M | 0.42% | 52 |
|
|
2023
Q2 | – | Sell |
-1,427
| Closed | -$490K | – | 282 |
|
|
2023
Q1 | $490K | Buy |
+1,427
| New | +$490K | 0.24% | 124 |
|