SS&H Financial 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 | $962K | Buy |
1,234
+100
| +9% | +$78K | 0.32% | 63 |
|
|
2025
Q1 | $937K | Hold |
1,134
| – | – | 0.35% | 65 |
|
|
2024
Q4 | $876K | Buy |
1,134
+175
| +18% | +$135K | 0.32% | 70 |
|
|
2024
Q3 | $850K | Buy |
959
+122
| +15% | +$108K | 0.31% | 73 |
|
|
2024
Q2 | $757K | Hold |
837
| – | – | 0.3% | 74 |
|
|
2024
Q1 | $651K | Hold |
837
| – | – | 0.27% | 77 |
|
|
2023
Q4 | $488K | Hold |
837
| – | – | 0.21% | 89 |
|
|
2023
Q3 | $450K | Buy |
+837
| New | +$450K | 0.21% | 90 |
|
|
2023
Q1 | $284K | Hold |
826
| – | – | 0.13% | 112 |
|
|
2022
Q4 | $302K | Hold |
826
| – | – | 0.14% | 104 |
|
|
2022
Q3 | $267K | Hold |
826
| – | – | 0.14% | 109 |
|
|
2022
Q2 | $268K | Sell |
826
-250
| -23% | -$81.1K | 0.12% | 114 |
|
|
2022
Q1 | $308K | Buy |
+1,076
| New | +$308K | 0.12% | 118 |
|