SFPG
Stonebridge Financial Planning Group’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
1,738
-25
| -1% | -$19.5K | 0.57% | 57 |
|
|
2025
Q1 | $1.46M | Sell |
1,763
-39
| -2% | -$32.2K | 0.66% | 47 |
|
|
2024
Q4 | $1.39M | Buy |
1,802
+109
| +6% | +$84.2K | 0.62% | 49 |
|
|
2024
Q3 | $1.5M | Sell |
1,693
-7
| -0.4% | -$6.2K | 0.71% | 44 |
|
|
2024
Q2 | $1.54M | Buy |
1,700
+322
| +23% | +$292K | 0.77% | 38 |
|
|
2024
Q1 | $1.07M | Buy |
1,378
+344
| +33% | +$268K | 0.57% | 50 |
|
|
2023
Q4 | $603K | Buy |
1,034
+594
| +135% | +$346K | 0.35% | 78 |
|
|
2023
Q3 | $236K | Buy |
+440
| New | +$236K | 0.15% | 126 |
|
|
2022
Q1 | – | Sell |
-170
| Closed | -$42K | – | 256 |
|
|
2021
Q4 | $42K | Hold |
170
| – | – | 0.02% | 227 |
|
|
2021
Q3 | $45K | Hold |
170
| – | – | 0.02% | 229 |
|
|
2021
Q2 | $40K | Hold |
170
| – | – | 0.02% | 232 |
|
|
2021
Q1 | $31K | Hold |
170
| – | – | 0.02% | 255 |
|
|
2020
Q4 | $29K | Hold |
170
| – | – | 0.02% | 240 |
|
|
2020
Q3 | $25K | Hold |
170
| – | – | 0.02% | 246 |
|
|
2020
Q2 | $28K | Hold |
170
| – | – | 0.02% | 227 |
|
|
2020
Q1 | $25K | Buy |
170
+70
| +70% | +$10.3K | 0.02% | 225 |
|
|
2019
Q4 | $13K | Buy |
+100
| New | +$13K | 0.01% | 272 |
|