ROI Financial 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
$8.81M Sell
11,301
-382
-3% -$298K 5.6% 4
2025
Q1
$9.65M Sell
11,683
-287
-2% -$237K 7.01% 1
2024
Q4
$9.24M Sell
11,970
-1,028
-8% -$794K 6.29% 3
2024
Q3
$11.5M Sell
12,998
-794
-6% -$703K 7.95% 2
2024
Q2
$12.5M Sell
13,792
-166
-1% -$151K 9.08% 2
2024
Q1
$10.9M Sell
13,958
-1,792
-11% -$1.39M 8.54% 1
2023
Q4
$9.18M Buy
+15,750
New +$9.18M 7.6% 1