Optimist Retirement 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 | $2.75M | Buy |
3,530
+99
| +3% | +$77.2K | 1.32% | 13 |
|
|
2025
Q1 | $2.83M | Buy |
3,431
+249
| +8% | +$206K | 1.42% | 10 |
|
|
2024
Q4 | $2.46M | Buy |
3,182
+18
| +0.6% | +$13.9K | 1.16% | 16 |
|
|
2024
Q3 | $2.8M | Buy |
3,164
+531
| +20% | +$470K | 1.27% | 12 |
|
|
2024
Q2 | $2.38M | Sell |
2,633
-418
| -14% | -$378K | 1.25% | 16 |
|
|
2024
Q1 | $2.37M | Sell |
3,051
-1,257
| -29% | -$978K | 1.22% | 16 |
|
|
2023
Q4 | $2.51M | Buy |
+4,308
| New | +$2.51M | 1.63% | 11 |
|