Regal 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 | $1.95M | Buy |
2,501
+115
| +5% | +$89.7K | 0.15% | 155 |
|
|
2025
Q1 | $1.97M | Sell |
2,386
-852
| -26% | -$704K | 0.16% | 150 |
|
|
2024
Q4 | $2.5M | Sell |
3,238
-1,350
| -29% | -$1.04M | 0.19% | 130 |
|
|
2024
Q3 | $4.06M | Sell |
4,588
-735
| -14% | -$651K | 0.28% | 107 |
|
|
2024
Q2 | $4.82M | Buy |
5,323
+16
| +0.3% | +$14.5K | 0.31% | 89 |
|
|
2024
Q1 | $4.13M | Buy |
5,307
+499
| +10% | +$388K | 0.28% | 103 |
|
|
2023
Q4 | $2.8M | Buy |
4,808
+1,405
| +41% | +$819K | 0.21% | 128 |
|
|
2023
Q3 | $1.83M | Buy |
3,403
+148
| +5% | +$79.5K | 0.15% | 155 |
|
|
2023
Q2 | $1.53M | Buy |
3,255
+473
| +17% | +$222K | 0.13% | 165 |
|
|
2023
Q1 | $956K | Sell |
2,782
-450
| -14% | -$155K | 0.08% | 200 |
|
|
2022
Q4 | $1.18M | Sell |
3,232
-271
| -8% | -$99.1K | 0.11% | 171 |
|
|
2022
Q3 | $1.13M | Buy |
3,503
+333
| +11% | +$108K | 0.12% | 165 |
|
|
2022
Q2 | $1.03M | Buy |
3,170
+642
| +25% | +$208K | 0.11% | 176 |
|
|
2022
Q1 | $723K | Buy |
2,528
+9
| +0.4% | +$2.57K | 0.07% | 257 |
|
|
2021
Q4 | $696K | Buy |
2,519
+136
| +6% | +$37.6K | 0.06% | 290 |
|
|
2021
Q3 | $551K | Buy |
2,383
+37
| +2% | +$8.56K | 0.05% | 319 |
|
|
2021
Q2 | $538K | Buy |
+2,346
| New | +$538K | 0.05% | 319 |
|
|
2021
Q1 | – | Sell |
-1,975
| Closed | -$333K | – | 251 |
|
|
2020
Q4 | $333K | Buy |
+1,975
| New | +$333K | 0.04% | 341 |
|
|
2020
Q3 | – | Sell |
-4,129
| Closed | -$678K | – | 148 |
|
|
2020
Q2 | $678K | Buy |
+4,129
| New | +$678K | 0.12% | 155 |
|
|
2019
Q2 | – | Sell |
-1,580
| Closed | -$205K | – | 330 |
|
|
2019
Q1 | $205K | Sell |
1,580
-826
| -34% | -$107K | 0.04% | 289 |
|
|
2018
Q4 | $278K | Sell |
2,406
-678
| -22% | -$78.3K | 0.06% | 261 |
|
|
2018
Q3 | $331K | Buy |
+3,084
| New | +$331K | 0.07% | 229 |
|
|
2018
Q2 | – | Sell |
-3,062
| Closed | -$237K | – | 288 |
|
|
2018
Q1 | $237K | Buy |
3,062
+408
| +15% | +$31.6K | 0.05% | 258 |
|
|
2017
Q4 | $224K | Sell |
2,654
-254
| -9% | -$21.4K | 0.05% | 258 |
|
|
2017
Q3 | $249K | Buy |
2,908
+273
| +10% | +$23.4K | 0.06% | 235 |
|
|
2017
Q2 | $217K | Buy |
+2,635
| New | +$217K | 0.05% | 242 |
|
|
2015
Q4 | – | Sell |
-369
| Closed | -$30K | – | 615 |
|
|
2015
Q3 | $30K | Buy |
369
+46
| +14% | +$3.74K | 0.01% | 493 |
|
|
2015
Q2 | $26K | Buy |
323
+50
| +18% | +$4.03K | 0.01% | 520 |
|
|
2015
Q1 | $20K | Buy |
273
+25
| +10% | +$1.83K | ﹤0.01% | 566 |
|
|
2014
Q4 | $17K | Hold |
248
| – | – | ﹤0.01% | 561 |
|
|
2014
Q3 | $16K | Sell |
248
-204
| -45% | -$13.2K | ﹤0.01% | 599 |
|
|
2014
Q2 | $28K | Buy |
452
+159
| +54% | +$9.85K | 0.01% | 487 |
|
|
2014
Q1 | $17K | Sell |
293
-387
| -57% | -$22.5K | 0.01% | 547 |
|
|
2013
Q4 | $35K | Sell |
680
-218
| -24% | -$11.2K | 0.02% | 347 |
|
|
2013
Q3 | $45K | Sell |
898
-83
| -8% | -$4.16K | 0.03% | 315 |
|
|
2013
Q2 | $48K | Buy |
+981
| New | +$48K | 0.03% | 296 |
|