SFMG Wealth Advisors’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 | $2.27M | Sell |
2,909
-46
| -2% | -$35.9K | 0.17% | 65 |
|
|
2025
Q1 | $2.44M | Buy |
2,955
+10
| +0.3% | +$8.26K | 0.19% | 64 |
|
|
2024
Q4 | $2.27M | Sell |
2,945
-45
| -2% | -$34.7K | 0.18% | 66 |
|
|
2024
Q3 | $2.65M | Sell |
2,990
-229
| -7% | -$203K | 0.21% | 56 |
|
|
2024
Q2 | $2.91M | Buy |
3,219
+177
| +6% | +$160K | 0.25% | 52 |
|
|
2024
Q1 | $2.37M | Sell |
3,042
-441
| -13% | -$343K | 0.2% | 60 |
|
|
2023
Q4 | $2.03M | Buy |
3,483
+447
| +15% | +$261K | 0.19% | 63 |
|
|
2023
Q3 | $1.63M | Buy |
3,036
+31
| +1% | +$16.7K | 0.17% | 69 |
|
|
2023
Q2 | $1.41M | Buy |
3,005
+8
| +0.3% | +$3.75K | 0.15% | 76 |
|
|
2023
Q1 | $1.03M | Buy |
2,997
+112
| +4% | +$38.5K | 0.11% | 88 |
|
|
2022
Q4 | $1.06M | Buy |
2,885
+188
| +7% | +$68.8K | 0.12% | 89 |
|
|
2022
Q3 | $875K | Buy |
2,697
+21
| +0.8% | +$6.81K | 0.1% | 93 |
|
|
2022
Q2 | $867K | Buy |
2,676
+383
| +17% | +$124K | 0.1% | 93 |
|
|
2022
Q1 | $657K | Sell |
2,293
-431
| -16% | -$123K | 0.07% | 117 |
|
|
2021
Q4 | $752K | Buy |
2,724
+78
| +3% | +$21.5K | 0.07% | 116 |
|
|
2021
Q3 | $611K | Buy |
2,646
+154
| +6% | +$35.6K | 0.07% | 122 |
|
|
2021
Q2 | $572K | Buy |
2,492
+57
| +2% | +$13.1K | 0.06% | 135 |
|
|
2021
Q1 | $455K | Hold |
2,435
| – | – | 0.05% | 151 |
|
|
2020
Q4 | $411K | Sell |
2,435
-583
| -19% | -$98.4K | 0.05% | 142 |
|
|
2020
Q3 | $447K | Buy |
3,018
+1,098
| +57% | +$163K | 0.06% | 117 |
|
|
2020
Q2 | $315K | Hold |
1,920
| – | – | 0.04% | 120 |
|
|
2020
Q1 | $266K | Buy |
+1,920
| New | +$266K | 0.04% | 104 |
|
|
2019
Q3 | – | Sell |
-2,893
| Closed | -$313K | – | 159 |
|
|
2019
Q2 | $313K | Sell |
2,893
-4,471
| -61% | -$484K | 0.04% | 113 |
|
|
2019
Q1 | $956K | Buy |
7,364
+812
| +12% | +$105K | 0.14% | 48 |
|
|
2018
Q4 | $758K | Buy |
6,552
+1,855
| +39% | +$215K | 0.12% | 52 |
|
|
2018
Q3 | $501K | Sell |
4,697
-4
| -0.1% | -$427 | 0.08% | 66 |
|
|
2018
Q2 | $401K | Buy |
4,701
+1
| +0% | +$85 | 0.07% | 85 |
|
|
2018
Q1 | $364K | Sell |
4,700
-273
| -5% | -$21.1K | 0.06% | 93 |
|
|
2017
Q4 | $420K | Buy |
4,973
+715
| +17% | +$60.4K | 0.07% | 82 |
|
|
2017
Q3 | $364K | Hold |
4,258
| – | – | 0.07% | 87 |
|
|
2017
Q2 | $350K | Buy |
4,258
+20
| +0.5% | +$1.64K | 0.07% | 81 |
|
|
2017
Q1 | $356K | Buy |
4,238
+256
| +6% | +$21.5K | 0.07% | 77 |
|
|
2016
Q4 | $293K | Sell |
3,982
-50
| -1% | -$3.68K | 0.06% | 89 |
|
|
2016
Q3 | $324K | Hold |
4,032
| – | – | 0.07% | 80 |
|
|
2016
Q2 | $318K | Hold |
4,032
| – | – | 0.07% | 83 |
|
|
2016
Q1 | $290K | Sell |
4,032
-146
| -3% | -$10.5K | 0.06% | 82 |
|
|
2015
Q4 | $352K | Sell |
4,178
-698
| -14% | -$58.8K | 0.08% | 81 |
|
|
2015
Q3 | $408K | Sell |
4,876
-910
| -16% | -$76.1K | 0.1% | 77 |
|
|
2015
Q2 | $483K | Sell |
5,786
-7,430
| -56% | -$620K | 0.11% | 75 |
|
|
2015
Q1 | $960K | Buy |
13,216
+7,428
| +128% | +$540K | 0.08% | 78 |
|
|
2014
Q4 | $399K | Hold |
5,788
| – | – | 0.09% | 83 |
|
|
2014
Q3 | $375K | Sell |
5,788
-17
| -0.3% | -$1.1K | 0.12% | 50 |
|
|
2014
Q2 | $361K | Buy |
5,805
+950
| +20% | +$59.1K | 0.12% | 55 |
|
|
2014
Q1 | $286K | Buy |
4,855
+50
| +1% | +$2.95K | 0.1% | 59 |
|
|
2013
Q4 | $245K | Sell |
4,805
-320
| -6% | -$16.3K | 0.08% | 62 |
|
|
2013
Q3 | $258K | Sell |
5,125
-11
| -0.2% | -$554 | 0.1% | 54 |
|
|
2013
Q2 | $252K | Buy |
+5,136
| New | +$252K | 0.1% | 56 |
|