Root Financial Partners’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 | $2.35M | Buy |
3,019
+631
| +26% | +$492K | 0.23% | 41 |
|
|
2025
Q1 | $1.97M | Sell |
2,388
-37
| -2% | -$30.6K | 0.21% | 36 |
|
|
2024
Q4 | $1.87M | Buy |
2,425
+233
| +11% | +$180K | 0.23% | 33 |
|
|
2024
Q3 | $1.94M | Buy |
2,192
+1,730
| +374% | +$1.53M | 0.31% | 28 |
|
|
2024
Q2 | $418K | Buy |
462
+40
| +9% | +$36.2K | 0.1% | 76 |
|
|
2024
Q1 | $329K | Buy |
+422
| New | +$329K | 0.1% | 72 |
|