Live Oak Private Wealth’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.48M Sell
2025
Q2
$1.53M Sell
2025
Q1
$2.23M Buy
2024
Q4
$1.52M Buy
2024
Q3
$1.72M Buy
2024
Q2
$1.63M Sell
2024
Q1
$1.4M Sell
2023
Q4
$1.05M Sell
2023
Q3
$972K Buy
2023
Q2
$830K Buy
2023
Q1
$584K Buy
2022
Q4
$586K Hold
2022
Q3
$518K Hold
2022
Q2
$519K Hold
2022
Q1
$458K Buy
2021
Q4
$436K Sell
2021
Q3
$366K Buy
2021
Q2
$258K Hold
2021
Q1
$210K Sell
2020
Q4
$293K Buy
2020
Q3
$240K Sell
2020
Q2
$276K Buy