Sterling Financial Planning’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 | $611K | Sell |
784
-14
| -2% | -$10.9K | 0.2% | 63 |
|
|
2025
Q1 | $659K | Buy |
798
+32
| +4% | +$26.4K | 0.24% | 58 |
|
|
2024
Q4 | $591K | Sell |
766
-39
| -5% | -$30.1K | 0.22% | 63 |
|
|
2024
Q3 | $713K | Sell |
805
-39
| -5% | -$34.6K | 0.26% | 57 |
|
|
2024
Q2 | $764K | Sell |
844
-19
| -2% | -$17.2K | 0.31% | 55 |
|
|
2024
Q1 | $671K | Buy |
863
+6
| +0.7% | +$4.67K | 0.27% | 58 |
|
|
2023
Q4 | $500K | Buy |
857
+20
| +2% | +$11.7K | 0.22% | 68 |
|
|
2023
Q3 | $450K | Hold |
837
| – | – | 0.23% | 66 |
|
|
2023
Q2 | $393K | Hold |
837
| – | – | 0.19% | 71 |
|
|
2023
Q1 | $287K | Hold |
837
| – | – | 0.16% | 78 |
|
|
2022
Q4 | $306K | Sell |
837
-14
| -2% | -$5.12K | 0.18% | 76 |
|
|
2022
Q3 | $275K | Hold |
851
| – | – | 0.19% | 74 |
|
|
2022
Q2 | $276K | Hold |
851
| – | – | 0.19% | 74 |
|
|
2022
Q1 | $244K | Hold |
851
| – | – | 0.15% | 84 |
|
|
2021
Q4 | $235K | Hold |
851
| – | – | 0.15% | 86 |
|
|
2021
Q3 | $197K | Sell |
851
-95
| -10% | -$22K | 0.13% | 87 |
|
|
2021
Q2 | $217K | Hold |
946
| – | – | 0.14% | 79 |
|
|
2021
Q1 | $177K | Hold |
946
| – | – | 0.13% | 83 |
|
|
2020
Q4 | $160K | Buy |
+946
| New | +$160K | 0.13% | 84 |
|