Legend 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 | $234K | Hold |
300
| – | – | 0.16% | 36 |
|
|
2025
Q1 | $248K | Hold |
300
| – | – | 0.18% | 34 |
|
|
2024
Q4 | $232K | Hold |
300
| – | – | 0.16% | 32 |
|
|
2024
Q3 | $266K | Sell |
300
-50
| -14% | -$44.3K | 0.18% | 32 |
|
|
2024
Q2 | $317K | Hold |
350
| – | – | 0.22% | 35 |
|
|
2024
Q1 | $272K | Hold |
350
| – | – | 0.2% | 34 |
|
|
2023
Q4 | $204K | Sell |
350
-19
| -5% | -$11.1K | 0.16% | 32 |
|
|
2023
Q3 | $198K | Hold |
369
| – | – | 0.17% | 39 |
|
|
2023
Q2 | $173K | Sell |
369
-100
| -21% | -$46.9K | 0.14% | 37 |
|
|
2023
Q1 | $161K | Sell |
469
-69
| -13% | -$23.7K | 0.14% | 37 |
|
|
2022
Q4 | $197K | Sell |
538
-100
| -16% | -$36.6K | 0.17% | 39 |
|
|
2022
Q3 | $206K | Hold |
638
| – | – | 0.19% | 33 |
|
|
2022
Q2 | $207K | Buy |
+638
| New | +$207K | 0.21% | 29 |
|