SWA
SOA Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Buy |
17,781
+6,430
| +57% | +$204K | 0.11% | 109 |
|
|
2025
Q1 | $671K | Buy |
11,351
+10,426
| +1,127% | +$616K | 0.14% | 89 |
|
|
2024
Q4 | $714K | Buy |
925
+61
| +7% | +$47.1K | 0.13% | 93 |
|
|
2024
Q3 | $766K | Buy |
864
+20
| +2% | +$17.7K | 0.15% | 82 |
|
|
2024
Q2 | $764K | Buy |
844
+15
| +2% | +$13.6K | 0.15% | 84 |
|
|
2024
Q1 | $645K | Buy |
829
+68
| +9% | +$52.9K | 0.13% | 86 |
|
|
2023
Q4 | $444K | Buy |
761
+35
| +5% | +$20.4K | 0.1% | 110 |
|
|
2023
Q3 | $390K | Buy |
726
+320
| +79% | +$172K | 0.1% | 111 |
|
|
2023
Q2 | $190K | Hold |
406
| – | – | 0.04% | 164 |
|
|
2023
Q1 | $139K | Sell |
406
-319
| -44% | -$109K | 0.03% | 192 |
|
|
2022
Q4 | $265K | Buy |
725
+115
| +19% | +$42.1K | 0.07% | 126 |
|
|
2022
Q3 | $197K | Hold |
610
| – | – | 0.06% | 146 |
|
|
2022
Q2 | $197K | Sell |
610
-7
| -1% | -$2.26K | 0.06% | 144 |
|
|
2022
Q1 | $176K | Buy |
617
+320
| +108% | +$91.3K | 0.04% | 177 |
|
|
2021
Q4 | $82K | Sell |
297
-320
| -52% | -$88.4K | 0.02% | 243 |
|
|
2021
Q3 | $142K | Buy |
617
+290
| +89% | +$66.7K | 0.04% | 190 |
|
|
2021
Q2 | $75K | Buy |
327
+24
| +8% | +$5.51K | 0.02% | 260 |
|
|
2021
Q1 | $56K | Sell |
303
-6
| -2% | -$1.11K | 0.02% | 258 |
|
|
2020
Q4 | $63K | Buy |
+309
| New | +$63K | 0.02% | 239 |
|