SFA
Sequoia Financial Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109M | Buy |
140,201
+22,410
| +19% | +$17.5M | 0.75% | 27 |
|
|
2025
Q1 | $97.3M | Buy |
117,791
+16,056
| +16% | +$13.3M | 0.75% | 23 |
|
|
2024
Q4 | $78.5M | Buy |
101,735
+33,245
| +49% | +$25.7M | 0.76% | 24 |
|
|
2024
Q3 | $60.7M | Buy |
68,490
+6,069
| +10% | +$5.38M | 0.65% | 28 |
|
|
2024
Q2 | $56.5M | Buy |
62,421
+7,636
| +14% | +$6.91M | 0.68% | 29 |
|
|
2024
Q1 | $42.6M | Sell |
54,785
-9,538
| -15% | -$7.42M | 0.53% | 38 |
|
|
2023
Q4 | $37.5M | Buy |
64,323
+50,378
| +361% | +$29.4M | 0.47% | 44 |
|
|
2023
Q3 | $7.49M | Sell |
13,945
-276
| -2% | -$148K | 0.13% | 119 |
|
|
2023
Q2 | $6.67M | Buy |
14,221
+697
| +5% | +$327K | 0.11% | 130 |
|
|
2023
Q1 | $4.64M | Buy |
13,524
+498
| +4% | +$171K | 0.1% | 147 |
|
|
2022
Q4 | $4.77M | Buy |
13,026
+7,073
| +119% | +$2.59M | 0.12% | 139 |
|
|
2022
Q3 | $1.93M | Sell |
5,953
-648
| -10% | -$210K | 0.06% | 156 |
|
|
2022
Q2 | $2.14M | Sell |
6,601
-1,842
| -22% | -$597K | 0.06% | 167 |
|
|
2022
Q1 | $2.42M | Buy |
8,443
+1,531
| +22% | +$438K | 0.06% | 170 |
|
|
2021
Q4 | $1.91M | Buy |
6,912
+4,440
| +180% | +$1.23M | 0.05% | 184 |
|
|
2021
Q3 | $571K | Sell |
2,472
-3,464
| -58% | -$800K | 0.06% | 139 |
|
|
2021
Q2 | $1.36M | Buy |
5,936
+448
| +8% | +$103K | 0.05% | 175 |
|
|
2021
Q1 | $1.03M | Buy |
5,488
+56
| +1% | +$10.5K | 0.04% | 186 |
|
|
2020
Q4 | $917K | Buy |
5,432
+573
| +12% | +$96.7K | 0.04% | 192 |
|
|
2020
Q3 | $719K | Buy |
4,859
+82
| +2% | +$12.1K | 0.04% | 192 |
|
|
2020
Q2 | $784K | Sell |
4,777
-455
| -9% | -$74.7K | 0.05% | 178 |
|
|
2020
Q1 | $726K | Buy |
5,232
+1,343
| +35% | +$186K | 0.05% | 152 |
|
|
2019
Q4 | $511K | Buy |
3,889
+542
| +16% | +$71.2K | 0.03% | 216 |
|
|
2019
Q3 | $374K | Buy |
3,347
+251
| +8% | +$28K | 0.03% | 240 |
|
|
2019
Q2 | $343K | Sell |
3,096
-196
| -6% | -$21.7K | 0.03% | 263 |
|
|
2019
Q1 | $427K | Buy |
3,292
+107
| +3% | +$13.9K | 0.04% | 211 |
|
|
2018
Q4 | $369K | Buy |
3,185
+1
| +0% | +$116 | 0.04% | 177 |
|
|
2018
Q3 | $342K | Sell |
3,184
-403
| -11% | -$43.3K | 0.03% | 210 |
|
|
2018
Q2 | $306K | Buy |
3,587
+315
| +10% | +$26.9K | 0.03% | 224 |
|
|
2018
Q1 | $253K | Buy |
3,272
+535
| +20% | +$41.4K | 0.03% | 245 |
|
|
2017
Q4 | $231K | Buy |
2,737
+366
| +15% | +$30.9K | 0.02% | 261 |
|
|
2017
Q3 | $203K | Buy |
+2,371
| New | +$203K | 0.02% | 268 |
|
|
2016
Q3 | – | Sell |
-2,554
| Closed | -$201K | – | 265 |
|
|
2016
Q2 | $201K | Buy |
+2,554
| New | +$201K | 0.06% | 228 |
|