Steward Partners Investment Advisory’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
$60.7M Buy
77,896
+3,085
+4% +$2.4M 0.47% 34
2025
Q1
$61.8M Buy
74,811
+2,589
+4% +$2.14M 0.55% 28
2024
Q4
$55.8M Buy
72,222
+8,591
+14% +$6.63M 0.49% 34
2024
Q3
$56.4M Buy
63,631
+2,722
+4% +$2.41M 0.52% 33
2024
Q2
$55.1M Sell
60,909
-1,093
-2% -$990K 0.58% 28
2024
Q1
$48.2M Buy
62,002
+3,107
+5% +$2.42M 0.53% 32
2023
Q4
$34.3M Buy
58,895
+3,401
+6% +$1.98M 0.46% 43
2023
Q3
$29.8M Sell
55,494
-4,860
-8% -$2.61M 0.46% 42
2023
Q2
$28.3M Sell
60,354
-1,834
-3% -$860K 0.42% 46
2023
Q1
$21.4M Buy
62,188
+5,716
+10% +$1.96M 0.34% 65
2022
Q4
$20.7M Buy
56,472
+1,794
+3% +$656K 0.35% 60
2022
Q3
$17.7M Buy
54,678
+6,337
+13% +$2.05M 0.33% 64
2022
Q2
$15.7M Buy
48,341
+12,198
+34% +$3.96M 0.29% 81
2022
Q1
$10.4M Buy
36,143
+648
+2% +$186K 0.16% 146
2021
Q4
$9.81M Buy
35,495
+850
+2% +$235K 0.15% 152
2021
Q3
$8.01M Sell
34,645
-3,322
-9% -$768K 0.14% 172
2021
Q2
$8.71M Sell
37,967
-11,427
-23% -$2.62M 0.15% 149
2021
Q1
$9.23M Buy
49,394
+21,052
+74% +$3.93M 0.16% 146
2020
Q4
$4.79M Sell
28,342
-696
-2% -$118K 0.1% 201
2020
Q3
$4.3M Buy
29,038
+2,035
+8% +$301K 0.11% 200
2020
Q2
$4.43M Buy
27,003
+1,150
+4% +$189K 0.13% 179
2020
Q1
$3.59M Sell
25,853
-329
-1% -$45.6K 0.13% 177
2019
Q4
$3.44M Buy
26,182
+192
+0.7% +$25.2K 0.1% 207
2019
Q3
$2.91M Buy
25,990
+805
+3% +$90K 0.1% 216
2019
Q2
$2.79M Buy
25,185
+1,611
+7% +$178K 0.1% 202
2019
Q1
$3.06M Buy
23,574
+2,528
+12% +$328K 0.13% 164
2018
Q4
$2.44M Buy
21,046
+475
+2% +$55K 0.12% 194
2018
Q3
$2.21M Buy
20,571
+7,732
+60% +$830K 0.11% 206
2018
Q2
$1.1M Buy
12,839
+1,231
+11% +$105K 0.07% 278
2018
Q1
$898K Sell
11,608
-152
-1% -$11.8K 0.06% 284
2017
Q4
$993K Buy
11,760
+1,044
+10% +$88.2K 0.08% 232
2017
Q3
$916K Buy
10,716
+772
+8% +$66K 0.09% 196
2017
Q2
$818K Sell
9,944
-1,517
-13% -$125K 0.09% 202
2017
Q1
$964K Sell
11,461
-52
-0.5% -$4.37K 0.15% 131
2016
Q4
$846K Buy
+11,513
New +$846K 0.39% 56