Lokken Investment Group’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
$4.22M Sell
5,419
-197
-4% -$154K 1.63% 18
2025
Q1
$4.64M Buy
5,616
+1,510
+37% +$1.25M 1.96% 16
2024
Q4
$3.17M Sell
4,106
-63
-2% -$48.6K 1.37% 18
2024
Q3
$3.69M Sell
4,169
-30
-0.7% -$26.6K 1.54% 17
2024
Q2
$3.8M Sell
4,199
-337
-7% -$305K 1.79% 15
2024
Q1
$3.53M Sell
4,536
-224
-5% -$174K 1.76% 15
2023
Q4
$2.77M Hold
4,760
1.57% 15
2023
Q3
$2.56M Sell
4,760
-4
-0.1% -$2.15K 1.68% 15
2023
Q2
$2.23M Sell
4,764
-153
-3% -$71.8K 1.46% 18
2023
Q1
$1.69M Sell
4,917
-95
-2% -$32.6K 1.28% 19
2022
Q4
$1.83M Buy
5,012
+71
+1% +$26K 1.45% 20
2022
Q3
$1.6M Buy
4,941
+1
+0% +$323 1.38% 22
2022
Q2
$1.6M Sell
4,940
-106
-2% -$34.4K 1.3% 20
2022
Q1
$1.47M Buy
5,046
+40
+0.8% +$11.7K 1.17% 22
2021
Q4
$1.38M Buy
5,006
+388
+8% +$107K 0.99% 24
2021
Q3
$1.07M Sell
4,618
-124
-3% -$28.7K 0.85% 28
2021
Q2
$1.09M Buy
4,742
+1
+0% +$229 0.88% 27
2021
Q1
$886K Sell
4,741
-419
-8% -$78.3K 0.78% 31
2020
Q4
$871K Buy
+5,160
New +$871K 0.8% 28