Safe Harbor Fiduciary’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
$1.43M Buy
1,830
+77
+4% +$60K 1.34% 20
2025
Q1
$1.45M Sell
1,753
-5
-0.3% -$4.13K 1.5% 20
2024
Q4
$1.36M Buy
1,758
+20
+1% +$15.4K 1.38% 20
2024
Q3
$1.54M Buy
+1,738
New +$1.54M 1.44% 16