Marshall Financial Group (Maryland)’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
$2.31M Sell
2,988
-1,105
-27% -$854K 0.45% 44
2025
Q1
$3.38M Sell
4,093
-79
-2% -$65.3K 0.74% 25
2024
Q4
$3.22M Buy
4,172
+7
+0.2% +$5.41K 0.78% 24
2024
Q3
$3.69M Sell
4,165
-67
-2% -$59.4K 0.88% 23
2024
Q2
$3.83M Sell
4,232
-100
-2% -$90.5K 1.07% 19
2024
Q1
$3.37M Hold
4,332
0.97% 18
2023
Q4
$2.53M Sell
4,332
-1,043
-19% -$608K 0.81% 27
2023
Q3
$2.89M Sell
5,375
-158
-3% -$84.9K 1.04% 20
2023
Q2
$2.6M Sell
5,533
-29
-0.5% -$13.6K 0.88% 26
2023
Q1
$1.91M Sell
5,562
-331
-6% -$114K 0.69% 39
2022
Q4
$2.16M Sell
5,893
-577
-9% -$211K 0.84% 34
2022
Q3
$2.09M Sell
6,470
-3
-0% -$970 0.88% 21
2022
Q2
$2.1M Sell
6,473
-571
-8% -$185K 0.84% 24
2022
Q1
$2.02M Buy
7,044
+262
+4% +$75K 0.83% 19
2021
Q4
$1.87M Buy
6,782
+554
+9% +$153K 0.69% 27
2021
Q3
$1.44M Buy
6,228
+195
+3% +$45.1K 0.74% 21
2021
Q2
$1.39M Sell
6,033
-1,215
-17% -$279K 0.75% 22
2021
Q1
$1.35M Buy
7,248
+120
+2% +$22.4K 0.81% 36
2020
Q4
$1.2M Buy
+7,128
New +$1.2M 0.79% 46