Morling Financial Advisors’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 | – | Sell |
-567
| Closed | -$468K | – | 114 |
|
|
2025
Q1 | $468K | Buy |
567
+301
| +113% | +$249K | 0.16% | 46 |
|
|
2024
Q4 | $205K | Buy |
266
+12
| +5% | +$9.26K | 0.07% | 69 |
|
|
2024
Q3 | $225K | Buy |
254
+1
| +0.4% | +$886 | 0.09% | 64 |
|
|
2024
Q2 | $229K | Sell |
253
-182
| -42% | -$165K | 0.1% | 55 |
|
|
2024
Q1 | $338K | Sell |
435
-117
| -21% | -$91K | 0.19% | 46 |
|
|
2023
Q4 | $322K | Buy |
552
+2
| +0.4% | +$1.17K | 0.26% | 43 |
|
|
2023
Q3 | $295K | Sell |
550
-133
| -19% | -$71.4K | 0.29% | 42 |
|
|
2023
Q2 | $320K | Sell |
683
-78
| -10% | -$36.6K | 0.31% | 40 |
|
|
2023
Q1 | $261K | Buy |
761
+24
| +3% | +$8.24K | 0.28% | 44 |
|
|
2022
Q4 | $270K | Sell |
737
-92
| -11% | -$33.7K | 0.34% | 41 |
|
|
2022
Q3 | $268K | Hold |
829
| – | – | 0.37% | 39 |
|
|
2022
Q2 | $269K | Buy |
829
+2
| +0.2% | +$649 | 0.35% | 40 |
|
|
2022
Q1 | $237K | Hold |
827
| – | – | 0.3% | 43 |
|
|
2021
Q4 | $228K | Buy |
+827
| New | +$228K | 0.22% | 42 |
|