Live Oak Private Wealth’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 | $1.53M | Sell |
1,958
-747
| -28% | -$582K | 0.23% | 86 |
|
|
2025
Q1 | $2.23M | Buy |
2,705
+741
| +38% | +$612K | 0.36% | 66 |
|
|
2024
Q4 | $1.52M | Buy |
1,964
+23
| +1% | +$17.8K | 0.25% | 79 |
|
|
2024
Q3 | $1.72M | Buy |
1,941
+142
| +8% | +$126K | 0.28% | 76 |
|
|
2024
Q2 | $1.63M | Sell |
1,799
-4
| -0.2% | -$3.62K | 0.28% | 77 |
|
|
2024
Q1 | $1.4M | Sell |
1,803
-4
| -0.2% | -$3.11K | 0.24% | 80 |
|
|
2023
Q4 | $1.05M | Sell |
1,807
-2
| -0.1% | -$1.17K | 0.2% | 84 |
|
|
2023
Q3 | $972K | Buy |
1,809
+40
| +2% | +$21.5K | 0.21% | 82 |
|
|
2023
Q2 | $830K | Buy |
1,769
+68
| +4% | +$31.9K | 0.17% | 91 |
|
|
2023
Q1 | $584K | Buy |
1,701
+100
| +6% | +$34.3K | 0.12% | 102 |
|
|
2022
Q4 | $586K | Hold |
1,601
| – | – | 0.12% | 106 |
|
|
2022
Q3 | $518K | Hold |
1,601
| – | – | 0.12% | 114 |
|
|
2022
Q2 | $519K | Hold |
1,601
| – | – | 0.11% | 120 |
|
|
2022
Q1 | $458K | Buy |
1,601
+24
| +2% | +$6.87K | 0.09% | 125 |
|
|
2021
Q4 | $436K | Sell |
1,577
-5
| -0.3% | -$1.38K | 0.08% | 128 |
|
|
2021
Q3 | $366K | Buy |
1,582
+457
| +41% | +$106K | 0.07% | 136 |
|
|
2021
Q2 | $258K | Hold |
1,125
| – | – | 0.06% | 144 |
|
|
2021
Q1 | $210K | Sell |
1,125
-608
| -35% | -$113K | 0.05% | 146 |
|
|
2020
Q4 | $293K | Buy |
1,733
+114
| +7% | +$19.3K | 0.08% | 124 |
|
|
2020
Q3 | $240K | Sell |
1,619
-60
| -4% | -$8.89K | 0.08% | 118 |
|
|
2020
Q2 | $276K | Buy |
+1,679
| New | +$276K | 0.1% | 112 |
|