Pinnacle Family 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
Q1 | – | Sell |
-646
| Closed | -$499K | – | 117 |
|
|
2024
Q4 | $499K | Hold |
646
| – | – | 0.24% | 69 |
|
|
2024
Q3 | $572K | Buy |
+646
| New | +$572K | 0.3% | 63 |
|
|
2023
Q3 | – | Sell |
-569
| Closed | -$267K | – | 97 |
|
|
2023
Q2 | $267K | Buy |
+569
| New | +$267K | 0.14% | 83 |
|
|
2023
Q1 | – | Sell |
-565
| Closed | -$207K | – | 107 |
|
|
2022
Q4 | $207K | Buy |
+565
| New | +$207K | 0.15% | 91 |
|
|
2021
Q4 | – | Sell |
-2,056
| Closed | -$475K | – | 139 |
|
|
2021
Q3 | $475K | Buy |
+2,056
| New | +$475K | 0.21% | 70 |
|
|
2021
Q1 | – | Sell |
-3,097
| Closed | -$523K | – | 135 |
|
|
2020
Q4 | $523K | Buy |
3,097
+1,126
| +57% | +$190K | 0.32% | 58 |
|
|
2020
Q3 | $292K | Sell |
1,971
-1,312
| -40% | -$194K | 0.2% | 53 |
|
|
2020
Q2 | $539K | Buy |
3,283
+1,329
| +68% | +$218K | 0.47% | 38 |
|
|
2020
Q1 | $271K | Sell |
1,954
-346
| -15% | -$48K | 0.33% | 48 |
|
|
2019
Q4 | $302K | Buy |
2,300
+11
| +0.5% | +$1.44K | 0.27% | 61 |
|
|
2019
Q3 | $256K | Buy |
2,289
+11
| +0.5% | +$1.23K | 0.23% | 66 |
|
|
2019
Q2 | $252K | Buy |
2,278
+11
| +0.5% | +$1.22K | 0.21% | 70 |
|
|
2019
Q1 | $294K | Sell |
2,267
-3
| -0.1% | -$389 | 0.26% | 59 |
|
|
2018
Q4 | $263K | Buy |
2,270
+9
| +0.4% | +$1.04K | 0.18% | 53 |
|
|
2018
Q3 | $243K | Buy |
+2,261
| New | +$243K | 0.13% | 60 |
|