SGCA
Steel Grove Capital Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
20,618
+20,001
| +3,242% | +$1.41M | 0.17% | 84 |
|
|
2025
Q1 | $510K | Sell |
617
-63
| -9% | -$52.1K | 0.08% | 109 |
|
|
2024
Q4 | $525K | Buy |
+680
| New | +$525K | 0.07% | 108 |
|
|
2024
Q3 | – | Sell |
-647
| Closed | -$586K | – | 183 |
|
|
2024
Q2 | $586K | Sell |
647
-148
| -19% | -$134K | 0.08% | 110 |
|
|
2024
Q1 | $618K | Buy |
795
+407
| +105% | +$316K | 0.08% | 110 |
|
|
2023
Q4 | $226K | Buy |
+388
| New | +$226K | 0.03% | 172 |
|
|
2019
Q1 | – | Sell |
-2,975
| Closed | -$344K | – | 202 |
|
|
2018
Q4 | $344K | Sell |
2,975
-133
| -4% | -$15.4K | 0.05% | 234 |
|
|
2018
Q3 | $334K | Buy |
3,108
+133
| +4% | +$14.3K | 0.05% | 242 |
|
|
2018
Q2 | $254K | Sell |
2,975
-116
| -4% | -$9.9K | 0.04% | 267 |
|
|
2018
Q1 | $239K | Hold |
3,091
| – | – | 0.04% | 272 |
|
|
2017
Q4 | $261K | Hold |
3,091
| – | – | 0.04% | 253 |
|
|
2017
Q3 | $264K | Hold |
3,091
| – | – | 0.05% | 240 |
|
|
2017
Q2 | $254K | Sell |
3,091
-2,000
| -39% | -$164K | 0.05% | 241 |
|
|
2017
Q1 | $428K | Buy |
5,091
+116
| +2% | +$9.75K | 0.08% | 180 |
|
|
2016
Q4 | $366K | Buy |
4,975
+2,000
| +67% | +$147K | 0.07% | 181 |
|
|
2016
Q3 | $239K | Hold |
2,975
| – | – | 0.05% | 170 |
|
|
2016
Q2 | $234K | Hold |
2,975
| – | – | 0.06% | 157 |
|
|
2016
Q1 | $214K | Hold |
2,975
| – | – | 0.05% | 163 |
|
|
2015
Q4 | $251K | Buy |
+2,975
| New | +$251K | 0.06% | 168 |
|
|
2014
Q3 | $4.89M | Buy |
75,324
+2,112
| +3% | +$137K | 1.14% | 21 |
|
|
2014
Q2 | $4.55M | Sell |
73,212
-2,781
| -4% | -$173K | 1.07% | 28 |
|
|
2014
Q1 | $4.47M | Buy |
75,993
+9,554
| +14% | +$562K | 1.11% | 28 |
|
|
2013
Q4 | $3.39M | Buy |
66,439
+9,376
| +16% | +$478K | 0.86% | 50 |
|
|
2013
Q3 | $2.87M | Buy |
57,063
+1,964
| +4% | +$98.8K | 0.81% | 45 |
|
|
2013
Q2 | $2.71M | Buy |
+55,099
| New | +$2.71M | 0.86% | 43 |
|