Petrus Trust Company’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
-515
Closed -$425K 626
2025
Q1
$425K Buy
+515
New +$425K 0.04% 268
2024
Q4
Sell
-754
Closed -$668K 673
2024
Q3
$668K Buy
+754
New +$668K 0.07% 116
2023
Q1
Sell
-766
Closed -$280K 635
2022
Q4
$280K Buy
+766
New +$280K 0.04% 296
2017
Q1
Sell
-4,205
Closed -$309K 204
2016
Q4
$309K Buy
+4,205
New +$309K 0.08% 87