Level 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 | $357K | Sell |
458
-2
| -0.4% | -$1.56K | 0.11% | 70 |
|
|
2025
Q1 | $380K | Buy |
460
+37
| +9% | +$30.5K | 0.13% | 69 |
|
|
2024
Q4 | $327K | Buy |
423
+65
| +18% | +$50.2K | 0.12% | 67 |
|
|
2024
Q3 | $317K | Sell |
358
-20
| -5% | -$17.7K | 0.12% | 62 |
|
|
2024
Q2 | $342K | Hold |
378
| – | – | 0.15% | 56 |
|
|
2024
Q1 | $294K | Hold |
378
| – | – | 0.13% | 61 |
|
|
2023
Q4 | $220K | Hold |
378
| – | – | 0.11% | 63 |
|
|
2023
Q3 | $203K | Hold |
378
| – | – | 0.11% | 58 |
|
|
2023
Q2 | $177K | Buy |
378
+20
| +6% | +$9.38K | 0.1% | 61 |
|
|
2023
Q1 | $123K | Hold |
358
| – | – | 0.07% | 68 |
|
|
2022
Q4 | $131K | Hold |
358
| – | – | 0.09% | 60 |
|
|
2022
Q3 | $116K | Hold |
358
| – | – | 0.09% | 65 |
|
|
2022
Q2 | $116K | Hold |
358
| – | – | 0.09% | 69 |
|
|
2022
Q1 | $103K | Hold |
358
| – | – | 0.08% | 60 |
|
|
2021
Q4 | $99K | Buy |
+358
| New | +$99K | 0.08% | 63 |
|