Optimum Investment 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 | $14K | Hold |
18
| – | – | 0.01% | 478 |
|
|
2025
Q1 | $14.9K | Buy |
+18
| New | +$14.9K | 0.01% | 475 |
|
|
2024
Q3 | – | Sell |
-450
| Closed | -$407K | – | 650 |
|
|
2024
Q2 | $407K | Hold |
450
| – | – | 0.18% | 115 |
|
|
2024
Q1 | $350K | Hold |
450
| – | – | 0.16% | 132 |
|
|
2023
Q4 | $262K | Sell |
450
-1
| -0.2% | -$583 | 0.13% | 157 |
|
|
2023
Q3 | $242K | Buy |
451
+1
| +0.2% | +$537 | 0.12% | 164 |
|
|
2023
Q2 | $211K | Hold |
450
| – | – | 0.1% | 178 |
|
|
2023
Q1 | $155K | Sell |
450
-3
| -0.7% | -$1.03K | 0.08% | 210 |
|
|
2022
Q4 | $166K | Sell |
453
-450
| -50% | -$165K | 0.09% | 208 |
|
|
2022
Q3 | $292K | Buy |
903
+3
| +0.3% | +$970 | 0.16% | 142 |
|
|
2022
Q2 | $292K | Hold |
900
| – | – | 0.15% | 146 |
|
|
2022
Q1 | $258K | Sell |
900
-400
| -31% | -$115K | 0.11% | 175 |
|
|
2021
Q4 | $359K | Hold |
1,300
| – | – | 0.14% | 147 |
|
|
2021
Q3 | $300K | Sell |
1,300
-825
| -39% | -$190K | 0.13% | 160 |
|
|
2021
Q2 | $488K | Sell |
2,125
-1,175
| -36% | -$270K | 0.15% | 151 |
|
|
2021
Q1 | $617K | Hold |
3,300
| – | – | 0.18% | 118 |
|
|
2020
Q4 | $557K | Sell |
3,300
-825
| -20% | -$139K | 0.17% | 126 |
|
|
2020
Q3 | $611K | Sell |
4,125
-825
| -17% | -$122K | 0.21% | 106 |
|
|
2020
Q2 | $813K | Buy |
4,950
+268
| +6% | +$44K | 0.28% | 78 |
|
|
2020
Q1 | $649K | Sell |
4,682
-1,278
| -21% | -$177K | 0.27% | 87 |
|
|
2019
Q4 | $783K | Sell |
5,960
-100
| -2% | -$13.1K | 0.23% | 110 |
|
|
2019
Q3 | $678K | Sell |
6,060
-100
| -2% | -$11.2K | 0.21% | 120 |
|
|
2019
Q2 | $682K | Sell |
6,160
-60
| -1% | -$6.64K | 0.22% | 117 |
|
|
2019
Q1 | $807K | Sell |
6,220
-890
| -13% | -$115K | 0.26% | 93 |
|
|
2018
Q4 | $823K | Sell |
7,110
-50
| -0.7% | -$5.79K | 0.28% | 89 |
|
|
2018
Q3 | $768K | Hold |
7,160
| – | – | 0.21% | 118 |
|
|
2018
Q2 | $611K | Hold |
7,160
| – | – | 0.18% | 137 |
|
|
2018
Q1 | $554K | Sell |
7,160
-400
| -5% | -$31K | 0.16% | 151 |
|
|
2017
Q4 | $639K | Hold |
7,560
| – | – | 0.2% | 140 |
|
|
2017
Q3 | $647K | Sell |
7,560
-166
| -2% | -$14.2K | 0.22% | 136 |
|
|
2017
Q2 | $636K | Sell |
7,726
-500
| -6% | -$41.2K | 0.22% | 136 |
|
|
2017
Q1 | $692K | Sell |
8,226
-250
| -3% | -$21K | 0.25% | 115 |
|
|
2016
Q4 | $623K | Buy |
8,476
+233
| +3% | +$17.1K | 0.23% | 119 |
|
|
2016
Q3 | $662K | Sell |
8,243
-10
| -0.1% | -$803 | 0.25% | 115 |
|
|
2016
Q2 | $650K | Sell |
8,253
-400
| -5% | -$31.5K | 0.25% | 120 |
|
|
2016
Q1 | $623K | Sell |
8,653
-750
| -8% | -$54K | 0.25% | 123 |
|
|
2015
Q4 | $792K | Sell |
9,403
-370
| -4% | -$31.2K | 0.31% | 99 |
|
|
2015
Q3 | $818K | Buy |
+9,773
| New | +$818K | 0.33% | 92 |
|
|
2015
Q1 | $709K | Buy |
9,762
+380
| +4% | +$27.6K | 0.22% | 122 |
|
|
2014
Q4 | $647K | Sell |
9,382
-394
| -4% | -$27.2K | 0.21% | 126 |
|
|
2014
Q3 | $637K | Sell |
9,776
-793
| -8% | -$51.7K | 0.21% | 129 |
|
|
2014
Q2 | $657K | Buy |
10,569
+3,244
| +44% | +$202K | 0.21% | 125 |
|
|
2014
Q1 | $431K | Buy |
7,325
+814
| +13% | +$47.9K | 0.16% | 147 |
|
|
2013
Q4 | $332K | Buy |
6,511
+236
| +4% | +$12K | 0.12% | 162 |
|
|
2013
Q3 | $316K | Buy |
+6,275
| New | +$316K | 0.13% | 165 |
|