SFA
Source Financial Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $648K | Buy |
731
+12
| +2% | +$10.6K | 0.19% | 59 |
|
|
2024
Q2 | $651K | Sell |
719
-29
| -4% | -$26.3K | 0.2% | 56 |
|
|
2024
Q1 | $582K | Buy |
748
+43
| +6% | +$33.5K | 0.18% | 65 |
|
|
2023
Q4 | $411K | Sell |
705
-4
| -0.6% | -$2.33K | 0.13% | 87 |
|
|
2023
Q3 | $381K | Buy |
709
+3
| +0.4% | +$1.61K | 0.13% | 87 |
|
|
2023
Q2 | $331K | Buy |
+706
| New | +$331K | 0.11% | 103 |
|
|
2023
Q1 | – | Sell |
-751
| Closed | -$275K | – | 127 |
|
|
2022
Q4 | $275K | Buy |
751
+43
| +6% | +$15.7K | 0.1% | 108 |
|
|
2022
Q3 | $229K | Buy |
708
+54
| +8% | +$17.5K | 0.09% | 103 |
|
|
2022
Q2 | $212K | Buy |
+654
| New | +$212K | 0.08% | 107 |
|