MPS Loria Financial Planners’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 | $545K | Buy |
699
+13
| +2% | +$10.1K | 0.16% | 42 |
|
|
2025
Q1 | $566K | Sell |
686
-5
| -0.7% | -$4.13K | 0.17% | 37 |
|
|
2024
Q4 | $533K | Buy |
691
+1
| +0.1% | +$772 | 0.16% | 39 |
|
|
2024
Q3 | $612K | Sell |
690
-513
| -43% | -$455K | 0.18% | 35 |
|
|
2024
Q2 | $1.09M | Buy |
1,203
+49
| +4% | +$44.4K | 0.35% | 24 |
|
|
2024
Q1 | $898K | Sell |
1,154
-869
| -43% | -$676K | 0.3% | 29 |
|
|
2023
Q4 | $1.18M | Sell |
2,023
-47
| -2% | -$27.4K | 0.41% | 20 |
|
|
2023
Q3 | $1.11M | Buy |
2,070
+6
| +0.3% | +$3.22K | 0.44% | 22 |
|
|
2023
Q2 | $968K | Buy |
2,064
+5
| +0.2% | +$2.34K | 0.36% | 25 |
|
|
2023
Q1 | $707K | Buy |
2,059
+15
| +0.7% | +$5.15K | 0.29% | 31 |
|
|
2022
Q4 | $748K | Buy |
2,044
+41
| +2% | +$15K | 0.33% | 29 |
|
|
2022
Q3 | $648K | Sell |
2,003
-253
| -11% | -$81.8K | 0.25% | 30 |
|
|
2022
Q2 | $731K | Buy |
2,256
+1
| +0% | +$324 | 0.33% | 28 |
|
|
2022
Q1 | $646K | Buy |
2,255
+1
| +0% | +$286 | 0.27% | 32 |
|
|
2021
Q4 | $622K | Buy |
2,254
+1
| +0% | +$276 | 0.25% | 34 |
|
|
2021
Q3 | $520K | Hold |
2,253
| – | – | 0.24% | 36 |
|
|
2021
Q2 | $517K | Sell |
2,253
-55
| -2% | -$12.6K | 0.24% | 36 |
|
|
2021
Q1 | $431K | Buy |
2,308
+1
| +0% | +$187 | 0.2% | 42 |
|
|
2020
Q4 | $382K | Buy |
2,307
+249
| +12% | +$41.2K | 0.17% | 47 |
|
|
2020
Q3 | $305K | Buy |
2,058
+2
| +0.1% | +$296 | 0.16% | 48 |
|
|
2020
Q2 | $338K | Buy |
2,056
+2
| +0.1% | +$329 | 0.18% | 42 |
|
|
2020
Q1 | $285K | Buy |
2,054
+2
| +0.1% | +$278 | 0.22% | 45 |
|
|
2019
Q4 | $269K | Buy |
2,052
+1
| +0% | +$131 | 0.16% | 60 |
|
|
2019
Q3 | $229K | Buy |
2,051
+2
| +0.1% | +$223 | 0.15% | 62 |
|
|
2019
Q2 | $227K | Buy |
2,049
+1
| +0% | +$111 | 0.15% | 61 |
|
|
2019
Q1 | $266K | Buy |
2,048
+2
| +0.1% | +$260 | 0.18% | 54 |
|
|
2018
Q4 | $236K | Buy |
2,046
+170
| +9% | +$19.6K | 0.17% | 61 |
|
|
2018
Q3 | $201K | Buy |
+1,876
| New | +$201K | 0.13% | 75 |
|
|
2017
Q3 | – | Sell |
-1,572
| Closed | -$128K | – | 225 |
|
|
2017
Q2 | $128K | Buy |
+1,572
| New | +$128K | 0.09% | 99 |
|