Powell 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 | $532K | Hold |
683
| – | – | 0.2% | 71 |
|
|
2025
Q1 | $564K | Hold |
683
| – | – | 0.28% | 56 |
|
|
2024
Q4 | $527K | Hold |
683
| – | – | 0.24% | 63 |
|
|
2024
Q3 | $605K | Buy |
683
+20
| +3% | +$17.7K | 0.28% | 53 |
|
|
2024
Q2 | $600K | Buy |
663
+24
| +4% | +$21.7K | 0.31% | 49 |
|
|
2024
Q1 | $497K | Hold |
639
| – | – | 0.26% | 62 |
|
|
2023
Q4 | $372K | Buy |
639
+20
| +3% | +$11.7K | 0.21% | 74 |
|
|
2023
Q3 | $332K | Hold |
619
| – | – | 0.2% | 78 |
|
|
2023
Q2 | $290K | Hold |
619
| – | – | 0.17% | 82 |
|
|
2023
Q1 | $213K | Hold |
619
| – | – | 0.12% | 96 |
|
|
2022
Q4 | $226K | Sell |
619
-241
| -28% | -$88.2K | 0.13% | 94 |
|
|
2022
Q3 | $278K | Hold |
860
| – | – | 0.18% | 89 |
|
|
2022
Q2 | $279K | Hold |
860
| – | – | 0.17% | 85 |
|
|
2022
Q1 | $246K | Buy |
860
+12
| +1% | +$3.43K | 0.14% | 87 |
|
|
2021
Q4 | $234K | Buy |
+848
| New | +$234K | 0.13% | 93 |
|