Legacy Financial Advisors’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
$2.47M Buy
3,164
+129
+4% +$101K 0.39% 39
2025
Q1
$2.51M Buy
3,035
+81
+3% +$66.9K 0.42% 40
2024
Q4
$2.28M Sell
2,954
-62
-2% -$47.9K 0.38% 45
2024
Q3
$2.67M Buy
3,016
+68
+2% +$60.2K 0.45% 41
2024
Q2
$2.67M Buy
2,948
+44
+2% +$39.8K 0.48% 36
2024
Q1
$2.26M Buy
2,904
+97
+3% +$75.5K 0.4% 42
2023
Q4
$1.64M Buy
2,807
+154
+6% +$89.8K 0.31% 52
2023
Q3
$1.43M Buy
2,653
+21
+0.8% +$11.3K 0.29% 49
2023
Q2
$1.23M Sell
2,632
-88
-3% -$41.3K 0.23% 54
2023
Q1
$934K Sell
2,720
-304
-10% -$104K 0.19% 65
2022
Q4
$1.11M Buy
3,024
+1,223
+68% +$447K 0.24% 52
2022
Q3
$582K Buy
1,801
+46
+3% +$14.9K 0.14% 83
2022
Q2
$569K Buy
1,755
+143
+9% +$46.4K 0.14% 79
2022
Q1
$462K Buy
1,612
+81
+5% +$23.2K 0.1% 106
2021
Q4
$423K Buy
1,531
+148
+11% +$40.9K 0.1% 107
2021
Q3
$320K Sell
1,383
-172
-11% -$39.8K 0.08% 115
2021
Q2
$357K Buy
1,555
+148
+11% +$34K 0.09% 103
2021
Q1
$263K Sell
1,407
-28
-2% -$5.23K 0.07% 127
2020
Q4
$242K Sell
1,435
-9
-0.6% -$1.52K 0.07% 120
2020
Q3
$214K Buy
+1,444
New +$214K 0.07% 119
2019
Q2
Sell
-1,690
Closed -$219K 563
2019
Q1
$219K Buy
1,690
+128
+8% +$16.6K 0.07% 104
2018
Q4
$181K Buy
1,562
+389
+33% +$45.1K 0.07% 105
2018
Q3
$125K Hold
1,173
0.05% 146
2018
Q2
$105K Sell
1,173
-2,341
-67% -$210K 0.04% 165
2018
Q1
$278K Buy
3,514
+726
+26% +$57.4K 0.11% 83
2017
Q4
$235K Buy
+2,788
New +$235K 0.1% 98