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SageView Advisory Group’s Eli Lilly LLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.46M Buy
11,711
+539
+5% +$436K 0.36% 31
2025
Q1
$9.23M Sell
11,172
-60
-0.5% -$49.6K 0.39% 31
2024
Q4
$8.67M Buy
11,232
+230
+2% +$178K 0.37% 35
2024
Q3
$9.75M Sell
11,002
-2,283
-17% -$2.02M 0.49% 27
2024
Q2
$12M Buy
13,285
+1,919
+17% +$1.74M 0.56% 26
2024
Q1
$8.84M Sell
11,366
-1,646
-13% -$1.28M 0.45% 32
2023
Q4
$8.39M Buy
13,012
+3,568
+38% +$2.3M 0.36% 35
2023
Q3
$5.07M Buy
9,444
+67
+0.7% +$36K 0.29% 45
2023
Q2
$4.4M Buy
9,377
+1,107
+13% +$519K 0.24% 58
2023
Q1
$2.84M Buy
8,270
+303
+4% +$104K 0.18% 88
2022
Q4
$2.91M Buy
+7,967
New +$2.91M 0.24% 74