Safeguard Investment Advisory Group’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.91M Sell
2025
Q1
$2.26M Buy
2024
Q4
$1.87M Buy
2024
Q3
$2M Hold
2024
Q2
$2.05M Buy
2024
Q1
$501K Sell
2023
Q4
$382K Sell
2023
Q3
$356K Sell
2023
Q2
$314K Buy
2023
Q1
$225K Buy
2021
Q1
Sell
2020
Q4
$42K Buy