Safeguard Investment Advisory Group’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 | $1.91M | Sell |
2,456
-276
| -10% | -$215K | 0.48% | 26 |
|
|
2025
Q1 | $2.26M | Buy |
2,732
+306
| +13% | +$253K | 0.61% | 17 |
|
|
2024
Q4 | $1.87M | Buy |
2,426
+165
| +7% | +$127K | 0.51% | 20 |
|
|
2024
Q3 | $2M | Hold |
2,261
| – | – | 0.57% | 18 |
|
|
2024
Q2 | $2.05M | Buy |
2,261
+1,616
| +251% | +$1.46M | 0.64% | 16 |
|
|
2024
Q1 | $501K | Sell |
645
-11
| -2% | -$8.55K | 0.17% | 56 |
|
|
2023
Q4 | $382K | Sell |
656
-8
| -1% | -$4.66K | 0.14% | 60 |
|
|
2023
Q3 | $356K | Sell |
664
-6
| -0.9% | -$3.22K | 0.16% | 61 |
|
|
2023
Q2 | $314K | Buy |
670
+14
| +2% | +$6.56K | 0.13% | 70 |
|
|
2023
Q1 | $225K | Buy |
+656
| New | +$225K | 0.11% | 89 |
|
|
2021
Q1 | – | Sell |
-252
| Closed | -$42K | – | 434 |
|
|
2020
Q4 | $42K | Buy |
+252
| New | +$42K | 0.04% | 218 |
|