Petra 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 |
-440
| Closed | -$363K | – | 145 |
|
2025
Q1 | $363K | Buy |
+440
| New | +$363K | 0.3% | 76 |
|
2024
Q4 | – | Sell |
-1,678
| Closed | -$1.49M | – | 148 |
|
2024
Q3 | $1.49M | Sell |
1,678
-64
| -4% | -$56.7K | 0.98% | 30 |
|
2024
Q2 | $1.58M | Sell |
1,742
-6
| -0.3% | -$5.43K | 1.13% | 25 |
|
2024
Q1 | $1.33M | Buy |
1,748
+478
| +38% | +$362K | 0.97% | 33 |
|
2023
Q4 | $740K | Buy |
1,270
+258
| +25% | +$150K | 0.62% | 51 |
|
2023
Q3 | $544K | Buy |
+1,012
| New | +$544K | 0.45% | 63 |
|