SFP
Shepherd Financial Partners’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.58M | Buy |
9,729
+222
| +2% | +$173K | 0.8% | 33 |
|
|
2025
Q1 | $7.85M | Buy |
9,507
+350
| +4% | +$289K | 0.92% | 29 |
|
|
2024
Q4 | $7.07M | Sell |
9,157
-2,005
| -18% | -$1.55M | 0.85% | 21 |
|
|
2024
Q3 | $9.89M | Buy |
11,162
+230
| +2% | +$204K | 1.19% | 14 |
|
|
2024
Q2 | $9.9M | Buy |
10,932
+39
| +0.4% | +$35.3K | 1.28% | 14 |
|
|
2024
Q1 | $8.47M | Sell |
10,893
-227
| -2% | -$177K | 1.11% | 16 |
|
|
2023
Q4 | $6.48M | Sell |
11,120
-59
| -0.5% | -$34.4K | 0.92% | 19 |
|
|
2023
Q3 | $6M | Sell |
11,179
-164
| -1% | -$88.1K | 0.94% | 21 |
|
|
2023
Q2 | $5.32M | Buy |
11,343
+306
| +3% | +$144K | 0.83% | 22 |
|
|
2023
Q1 | $3.79M | Buy |
11,037
+50
| +0.5% | +$17.2K | 0.63% | 28 |
|
|
2022
Q4 | $4.02M | Sell |
10,987
-26
| -0.2% | -$9.51K | 0.73% | 23 |
|
|
2022
Q3 | $3.56M | Sell |
11,013
-1,925
| -15% | -$622K | 0.69% | 26 |
|
|
2022
Q2 | $4.2M | Sell |
12,938
-951
| -7% | -$308K | 0.82% | 23 |
|
|
2022
Q1 | $3.98M | Buy |
13,889
+334
| +2% | +$95.6K | 0.71% | 21 |
|
|
2021
Q4 | $3.74M | Buy |
13,555
+6,400
| +89% | +$1.77M | 0.65% | 28 |
|
|
2021
Q3 | $1.65M | Sell |
7,155
-42
| -0.6% | -$9.7K | 0.32% | 63 |
|
|
2021
Q2 | $1.65M | Buy |
7,197
+500
| +7% | +$115K | 0.31% | 64 |
|
|
2021
Q1 | $1.25M | Buy |
6,697
+378
| +6% | +$70.6K | 0.28% | 73 |
|
|
2020
Q4 | $1.07M | Buy |
6,319
+267
| +4% | +$45.1K | 0.24% | 76 |
|
|
2020
Q3 | $896K | Sell |
6,052
-51
| -0.8% | -$7.55K | 0.21% | 79 |
|
|
2020
Q2 | $1M | Sell |
6,103
-57
| -0.9% | -$9.36K | 0.27% | 62 |
|
|
2020
Q1 | $856K | Buy |
6,160
+245
| +4% | +$34K | 0.3% | 54 |
|
|
2019
Q4 | $778K | Buy |
5,915
+107
| +2% | +$14.1K | 0.18% | 79 |
|
|
2019
Q3 | $646K | Sell |
5,808
-658
| -10% | -$73.2K | 0.16% | 82 |
|
|
2019
Q2 | $716K | Sell |
6,466
-369
| -5% | -$40.9K | 0.13% | 77 |
|
|
2019
Q1 | $887K | Sell |
6,835
-1,279
| -16% | -$166K | 0.17% | 65 |
|
|
2018
Q4 | $938K | Sell |
8,114
-1,609
| -17% | -$186K | 0.2% | 58 |
|
|
2018
Q3 | $827K | Hold |
9,723
| – | – | 0.19% | 69 |
|
|
2018
Q2 | $831K | Sell |
9,723
-379
| -4% | -$32.4K | 0.19% | 69 |
|
|
2018
Q1 | $782K | Sell |
10,102
-258
| -2% | -$20K | 0.19% | 59 |
|
|
2017
Q4 | $874K | Sell |
10,360
-3
| -0% | -$253 | 0.21% | 61 |
|
|
2017
Q3 | $899K | Sell |
10,363
-1,909
| -16% | -$166K | 0.21% | 59 |
|
|
2017
Q2 | $1.01M | Sell |
12,272
-2,900
| -19% | -$239K | 0.25% | 55 |
|
|
2017
Q1 | $1.3M | Sell |
15,172
-3,593
| -19% | -$307K | 0.34% | 50 |
|
|
2016
Q4 | $1.4M | Buy |
+18,765
| New | +$1.4M | 0.4% | 47 |
|