Lodestone Wealth Management’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 | $245K | Sell |
315
-54
| -15% | -$42.1K | 0.12% | 149 |
|
|
2025
Q1 | $305K | Sell |
369
-3
| -0.8% | -$2.48K | 0.16% | 121 |
|
|
2024
Q4 | $287K | Sell |
372
-53
| -12% | -$40.9K | 0.14% | 120 |
|
|
2024
Q3 | $376K | Sell |
425
-56
| -12% | -$49.6K | 0.19% | 103 |
|
|
2024
Q2 | $436K | Sell |
481
-17
| -3% | -$15.4K | 0.23% | 103 |
|
|
2024
Q1 | $387K | Sell |
498
-63
| -11% | -$49K | 0.2% | 108 |
|
|
2023
Q4 | $327K | Buy |
561
+63
| +13% | +$36.8K | 0.19% | 113 |
|
|
2023
Q3 | $267K | Sell |
498
-3
| -0.6% | -$1.61K | 0.19% | 111 |
|
|
2023
Q2 | $235K | Buy |
+501
| New | +$235K | 0.16% | 123 |
|
|
2023
Q1 | – | Sell |
-550
| Closed | -$201K | – | 126 |
|
|
2022
Q4 | $201K | Buy |
+550
| New | +$201K | 0.16% | 118 |
|