Stamos Capital Partners’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 | $4.2M | Buy |
5,384
+2,639
| +96% | +$2.06M | 0.75% | 40 |
|
|
2025
Q1 | $2.27M | Buy |
2,745
+805
| +41% | +$665K | 0.59% | 51 |
|
|
2024
Q4 | $1.5M | Buy |
1,940
+800
| +70% | +$618K | 0.35% | 86 |
|
|
2024
Q3 | $1.01M | Buy |
1,140
+550
| +93% | +$487K | 0.24% | 96 |
|
|
2024
Q2 | $534K | Sell |
590
-50
| -8% | -$45.3K | 0.11% | 122 |
|
|
2024
Q1 | $498K | Sell |
640
-230
| -26% | -$179K | 0.11% | 113 |
|
|
2023
Q4 | $507K | Buy |
+870
| New | +$507K | 0.14% | 100 |
|
|
2023
Q1 | – | Sell |
-10,820
| Closed | -$3.96M | – | 121 |
|
|
2022
Q4 | $3.96M | Sell |
10,820
-5,670
| -34% | -$2.07M | 1.25% | 21 |
|
|
2022
Q3 | $5.33M | Buy |
16,490
+11,750
| +248% | +$3.8M | 1.36% | 25 |
|
|
2022
Q2 | $1.54M | Buy |
+4,740
| New | +$1.54M | 0.46% | 44 |
|
|
2019
Q2 | – | Sell |
-5,000
| Closed | -$644K | – | 78 |
|
|
2019
Q1 | $644K | Hold |
5,000
| – | – | 0.83% | 36 |
|
|
2018
Q4 | $579K | Buy |
+5,000
| New | +$579K | 0.44% | 53 |
|