SWA
Stratos Wealth Advisors’s Eli Lilly LLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.79M | Sell |
3,579
-20,363
| -85% | -$15.9M | 0.15% | 144 |
|
2025
Q1 | $19.8M | Buy |
23,942
+19,972
| +503% | +$16.5M | 1.08% | 15 |
|
2024
Q4 | $3.07M | Sell |
3,970
-591
| -13% | -$456K | 0.15% | 150 |
|
2024
Q3 | $4.04M | Sell |
4,561
-21,951
| -83% | -$19.4M | 0.19% | 118 |
|
2024
Q2 | $24M | Sell |
26,512
-122
| -0.5% | -$110K | 1.19% | 12 |
|
2024
Q1 | $20.7M | Buy |
26,634
+21,406
| +409% | +$16.7M | 1.23% | 12 |
|
2023
Q4 | $3.05M | Buy |
5,228
+329
| +7% | +$192K | 0.18% | 163 |
|
2023
Q3 | $2.63M | Sell |
4,899
-256
| -5% | -$138K | 0.17% | 159 |
|
2023
Q2 | $2.42M | Buy |
5,155
+47
| +0.9% | +$22K | 0.17% | 160 |
|
2023
Q1 | $1.75M | Sell |
5,108
-631
| -11% | -$217K | 0.14% | 205 |
|
2022
Q4 | $2.1M | Buy |
5,739
+481
| +9% | +$176K | 0.18% | 166 |
|
2022
Q3 | $1.7M | Sell |
5,258
-147
| -3% | -$47.6K | 0.18% | 163 |
|
2022
Q2 | $1.75M | Buy |
5,405
+579
| +12% | +$188K | 0.16% | 165 |
|
2022
Q1 | $1.38M | Buy |
4,826
+960
| +25% | +$275K | 0.11% | 217 |
|
2021
Q4 | $1.07M | Buy |
3,866
+290
| +8% | +$80.1K | 0.08% | 273 |
|
2021
Q3 | $826K | Sell |
3,576
-705
| -16% | -$163K | 0.07% | 282 |
|
2021
Q2 | $983K | Buy |
4,281
+1,938
| +83% | +$445K | 0.09% | 241 |
|
2021
Q1 | $438K | Buy |
2,343
+972
| +71% | +$182K | 0.05% | 331 |
|
2020
Q4 | $232K | Buy |
+1,371
| New | +$232K | 0.03% | 360 |
|
2019
Q4 | – | Sell |
-2,645
| Closed | -$296K | – | 208 |
|
2019
Q3 | $296K | Sell |
2,645
-189
| -7% | -$21.2K | 0.11% | 185 |
|
2019
Q2 | $314K | Sell |
2,834
-44
| -2% | -$4.88K | 0.13% | 170 |
|
2019
Q1 | $373K | Sell |
2,878
-17
| -0.6% | -$2.2K | 0.2% | 132 |
|
2018
Q4 | $335K | Buy |
+2,895
| New | +$335K | 0.22% | 128 |
|