LPT
Legacy Private Trust’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.39M | Buy |
10,769
+512
| +5% | +$399K | 0.54% | 40 |
|
|
2025
Q1 | $8.47M | Buy |
10,257
+641
| +7% | +$529K | 0.58% | 37 |
|
|
2024
Q4 | $7.42M | Buy |
9,616
+904
| +10% | +$698K | 0.49% | 44 |
|
|
2024
Q3 | $7.72M | Buy |
8,712
+471
| +6% | +$417K | 0.52% | 41 |
|
|
2024
Q2 | $7.46M | Sell |
8,241
-3,621
| -31% | -$3.28M | 0.53% | 44 |
|
|
2024
Q1 | $9.23M | Buy |
11,862
+4,556
| +62% | +$3.54M | 0.67% | 33 |
|
|
2023
Q4 | $4.26M | Sell |
7,306
-11
| -0.2% | -$6.41K | 0.34% | 68 |
|
|
2023
Q3 | $3.93M | Buy |
7,317
+196
| +3% | +$105K | 0.34% | 71 |
|
|
2023
Q2 | $3.34M | Sell |
7,121
-12,271
| -63% | -$5.75M | 0.28% | 81 |
|
|
2023
Q1 | $6.66M | Buy |
19,392
+13,772
| +245% | +$4.73M | 0.57% | 43 |
|
|
2022
Q4 | $2.06M | Buy |
5,620
+620
| +12% | +$227K | 0.19% | 104 |
|
|
2022
Q3 | $1.62M | Buy |
5,000
+635
| +15% | +$205K | 0.15% | 105 |
|
|
2022
Q2 | $1.42M | Hold |
4,365
| – | – | 0.13% | 117 |
|
|
2022
Q1 | $1.25M | Buy |
4,365
+80
| +2% | +$22.9K | 0.1% | 139 |
|
|
2021
Q4 | $1.18M | Buy |
4,285
+200
| +5% | +$55.3K | 0.09% | 140 |
|
|
2021
Q3 | $944K | Sell |
4,085
-3,757
| -48% | -$868K | 0.08% | 145 |
|
|
2021
Q2 | $1.8M | Sell |
7,842
-328
| -4% | -$75.3K | 0.15% | 113 |
|
|
2021
Q1 | $1.53M | Sell |
8,170
-239
| -3% | -$44.6K | 0.14% | 124 |
|
|
2020
Q4 | $1.42M | Sell |
8,409
-195
| -2% | -$32.9K | 0.13% | 114 |
|
|
2020
Q3 | $1.27M | Sell |
8,604
-60
| -0.7% | -$8.88K | 0.13% | 112 |
|
|
2020
Q2 | $1.42M | Sell |
8,664
-385
| -4% | -$63.2K | 0.16% | 108 |
|
|
2020
Q1 | $1.26M | Sell |
9,049
-200
| -2% | -$27.7K | 0.16% | 106 |
|
|
2019
Q4 | $1.22M | Buy |
9,249
+235
| +3% | +$30.9K | 0.13% | 128 |
|
|
2019
Q3 | $1.01M | Sell |
9,014
-500
| -5% | -$55.9K | 0.11% | 134 |
|
|
2019
Q2 | $1.05M | Sell |
9,514
-595
| -6% | -$65.9K | 0.12% | 132 |
|
|
2019
Q1 | $1.31M | Sell |
10,109
-216
| -2% | -$28K | 0.16% | 124 |
|
|
2018
Q4 | $1.2M | Sell |
10,325
-40
| -0.4% | -$4.63K | 0.15% | 121 |
|
|
2018
Q3 | $1.11M | Buy |
10,365
+508
| +5% | +$54.5K | 0.13% | 127 |
|
|
2018
Q2 | $841K | Buy |
9,857
+1,510
| +18% | +$129K | 0.1% | 145 |
|
|
2018
Q1 | $646K | Buy |
8,347
+3,485
| +72% | +$270K | 0.08% | 162 |
|
|
2017
Q4 | $411K | Buy |
4,862
+510
| +12% | +$43.1K | 0.05% | 175 |
|
|
2017
Q3 | $372K | Sell |
4,352
-440
| -9% | -$37.6K | 0.05% | 184 |
|
|
2017
Q2 | $394K | Sell |
4,792
-250
| -5% | -$20.6K | 0.05% | 180 |
|
|
2017
Q1 | $424K | Sell |
5,042
-335
| -6% | -$28.2K | 0.05% | 184 |
|
|
2016
Q4 | $395K | Sell |
5,377
-1,885
| -26% | -$138K | 0.05% | 191 |
|
|
2016
Q3 | $583K | Sell |
7,262
-1,600
| -18% | -$128K | 0.08% | 169 |
|
|
2016
Q2 | $698K | Sell |
8,862
-3,220
| -27% | -$254K | 0.1% | 152 |
|
|
2016
Q1 | $870K | Sell |
12,082
-2,460
| -17% | -$177K | 0.13% | 144 |
|
|
2015
Q4 | $1.23M | Buy |
14,542
+1,334
| +10% | +$112K | 0.19% | 120 |
|
|
2015
Q3 | $1.11M | Buy |
13,208
+5,206
| +65% | +$436K | 0.17% | 128 |
|
|
2015
Q2 | $668K | Sell |
8,002
-100
| -1% | -$8.35K | 0.1% | 168 |
|
|
2015
Q1 | $589K | Buy |
8,102
+1,150
| +17% | +$83.6K | 0.09% | 178 |
|
|
2014
Q4 | $480K | Sell |
6,952
-20
| -0.3% | -$1.38K | 0.07% | 193 |
|
|
2014
Q3 | $452K | Buy |
6,972
+340
| +5% | +$22K | 0.07% | 186 |
|
|
2014
Q2 | $412K | Buy |
6,632
+30
| +0.5% | +$1.86K | 0.06% | 194 |
|
|
2014
Q1 | $389K | Buy |
6,602
+270
| +4% | +$15.9K | 0.07% | 155 |
|
|
2013
Q4 | $323K | Hold |
6,332
| – | – | 0.06% | 167 |
|
|
2013
Q3 | $319K | Sell |
6,332
-50
| -0.8% | -$2.52K | 0.07% | 152 |
|
|
2013
Q2 | $313K | Buy |
+6,382
| New | +$313K | 0.07% | 147 |
|