LifePlan Investment 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
$240K Sell
307
-5
-2% -$3.9K 0.12% 100
2025
Q1
$258K Sell
312
-6
-2% -$4.96K 0.15% 85
2024
Q4
$246K Buy
318
+14
+5% +$10.8K 0.15% 86
2024
Q3
$269K Hold
304
0.17% 78
2024
Q2
$275K Buy
304
+6
+2% +$5.43K 0.2% 74
2024
Q1
$232K Buy
+298
New +$232K 0.18% 73