SFS
Summit Financial Strategies’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
1,928
-10
| -0.5% | -$7.8K | 0.14% | 50 |
|
|
2025
Q1 | $1.6M | Sell |
1,938
-111
| -5% | -$91.7K | 0.16% | 46 |
|
|
2024
Q4 | $1.58M | Sell |
2,049
-56
| -3% | -$43.2K | 0.17% | 48 |
|
|
2024
Q3 | $1.86M | Buy |
2,105
+11
| +0.5% | +$9.75K | 0.21% | 39 |
|
|
2024
Q2 | $1.9M | Sell |
2,094
-24
| -1% | -$21.7K | 0.24% | 37 |
|
|
2024
Q1 | $1.65M | Sell |
2,118
-33
| -2% | -$25.7K | 0.23% | 37 |
|
|
2023
Q4 | $1.25M | Buy |
2,151
+39
| +2% | +$22.7K | 0.19% | 39 |
|
|
2023
Q3 | $1.13M | Buy |
2,112
+700
| +50% | +$376K | 0.22% | 35 |
|
|
2023
Q2 | $662K | Sell |
1,412
-348
| -20% | -$163K | 0.12% | 59 |
|
|
2023
Q1 | $604K | Buy |
1,760
+328
| +23% | +$113K | 0.12% | 61 |
|
|
2022
Q4 | $524K | Sell |
1,432
-100
| -7% | -$36.6K | 0.11% | 63 |
|
|
2022
Q3 | $496K | Sell |
1,532
-43
| -3% | -$13.9K | 0.12% | 59 |
|
|
2022
Q2 | $511K | Buy |
1,575
+337
| +27% | +$109K | 0.12% | 62 |
|
|
2022
Q1 | $355K | Sell |
1,238
-108
| -8% | -$31K | 0.07% | 79 |
|
|
2021
Q4 | $372K | Hold |
1,346
| – | – | 0.07% | 77 |
|
|
2021
Q3 | $311K | Sell |
1,346
-15
| -1% | -$3.47K | 0.06% | 88 |
|
|
2021
Q2 | $312K | Buy |
+1,361
| New | +$312K | 0.06% | 87 |
|