RFG - Bristol Wealth 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
$2.17M Sell
2,786
-271
-9% -$211K 0.67% 34
2025
Q1
$2.52M Buy
3,057
+374
+14% +$309K 0.85% 28
2024
Q4
$2.07M Buy
+2,683
New +$2.07M 0.68% 30