Oxford Financial 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 | $120M | Buy |
153,782
+10,459
| +7% | +$8.15M | 7.12% | 4 |
|
|
2025
Q1 | $118M | Sell |
143,323
-98,894
| -41% | -$81.7M | 8.3% | 3 |
|
|
2024
Q4 | $187M | Sell |
242,217
-2,464
| -1% | -$1.9M | 12.11% | 2 |
|
|
2024
Q3 | $217M | Sell |
244,681
-4,082
| -2% | -$3.62M | 13.74% | 1 |
|
|
2024
Q2 | $225M | Sell |
248,763
-104,222
| -30% | -$94.4M | 14.86% | 1 |
|
|
2024
Q1 | $275M | Sell |
352,985
-23,262
| -6% | -$18.1M | 19.06% | 1 |
|
|
2023
Q4 | $219M | Sell |
376,247
-1,303
| -0.3% | -$760K | 16.09% | 1 |
|
|
2023
Q3 | $203M | Buy |
377,550
+98,338
| +35% | +$52.8M | 17.53% | 1 |
|
|
2023
Q2 | $131M | Buy |
279,212
+91,339
| +49% | +$42.8M | 12.45% | 2 |
|
|
2023
Q1 | $64.5M | Buy |
187,873
+4,212
| +2% | +$1.45M | 7.24% | 4 |
|
|
2022
Q4 | $67.2M | Sell |
183,661
-1,635
| -0.9% | -$598K | 7.83% | 4 |
|
|
2022
Q3 | $59.9M | Buy |
185,296
+11,362
| +7% | +$3.67M | 9.02% | 3 |
|
|
2022
Q2 | $56.4M | Buy |
173,934
+33
| +0% | +$10.7K | 8.32% | 3 |
|
|
2022
Q1 | $49.8M | Sell |
173,901
-36,432
| -17% | -$10.4M | 6.32% | 3 |
|
|
2021
Q4 | $58.1M | Buy |
210,333
+103
| +0% | +$28.5K | 6.53% | 5 |
|
|
2021
Q3 | $48.6M | Buy |
210,230
+29,060
| +16% | +$6.71M | 6.19% | 4 |
|
|
2021
Q2 | $41.6M | Sell |
181,170
-9,564
| -5% | -$2.2M | 5.58% | 5 |
|
|
2021
Q1 | $35.6M | Sell |
190,734
-32,402
| -15% | -$6.05M | 4.94% | 6 |
|
|
2020
Q4 | $37.7M | Buy |
223,136
+14,896
| +7% | +$2.52M | 5.46% | 5 |
|
|
2020
Q3 | $30.8M | Buy |
208,240
+15,979
| +8% | +$2.37M | 4.97% | 6 |
|
|
2020
Q2 | $31.6M | Sell |
192,261
-5,896
| -3% | -$968K | 5.35% | 6 |
|
|
2020
Q1 | $27.5M | Buy |
+198,157
| New | +$27.5M | 5.49% | 6 |
|