Strategic Wealth Investment Group’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 | $517K | Buy |
663
+51
| +8% | +$39.8K | 0.75% | 36 |
|
2025
Q1 | $505K | Sell |
612
-641
| -51% | -$529K | 0.88% | 33 |
|
2024
Q4 | $967K | Buy |
1,253
+400
| +47% | +$309K | 0.11% | 73 |
|
2024
Q3 | $755K | Sell |
853
-75
| -8% | -$66.4K | 0.08% | 86 |
|
2024
Q2 | $848K | Buy |
+928
| New | +$848K | 0.11% | 76 |
|
2023
Q4 | $573K | Sell |
982
-1,927
| -66% | -$1.12M | 0.09% | 75 |
|
2023
Q3 | $1.56M | Sell |
2,909
-40
| -1% | -$21.5K | 0.28% | 51 |
|
2023
Q2 | $1.38M | Sell |
2,949
-597
| -17% | -$280K | 0.22% | 66 |
|
2023
Q1 | $1.22M | Sell |
3,546
-152
| -4% | -$52.2K | 0.23% | 64 |
|
2022
Q4 | $1.3M | Buy |
3,698
+109
| +3% | +$38.4K | 0.3% | 57 |
|
2022
Q3 | $1.16M | Buy |
+3,589
| New | +$1.16M | 0.33% | 53 |
|
2022
Q2 | – | Sell |
-4,183
| Closed | -$1.2M | – | 141 |
|
2022
Q1 | $1.2M | Sell |
4,183
-128
| -3% | -$36.7K | 0.29% | 49 |
|
2021
Q4 | $1.19M | Buy |
4,311
+3,438
| +394% | +$950K | 0.31% | 49 |
|
2021
Q3 | $201K | Sell |
873
-47
| -5% | -$10.8K | 0.06% | 80 |
|
2021
Q2 | $211K | Buy |
+920
| New | +$211K | 0.07% | 78 |
|