SFWA
Summit Financial Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $703K | Sell |
852
-26
| -3% | -$21.5K | 0.14% | 76 |
|
|
2024
Q4 | $711K | Buy |
878
+30
| +4% | +$24.3K | 0.14% | 78 |
|
|
2024
Q3 | $751K | Buy |
848
+79
| +10% | +$70K | 0.14% | 73 |
|
|
2024
Q2 | $697K | Buy |
769
+16
| +2% | +$14.5K | 0.14% | 72 |
|
|
2024
Q1 | $586K | Buy |
+753
| New | +$586K | 0.12% | 75 |
|
|
2020
Q3 | – | Sell |
-1,305
| Closed | -$221K | – | 125 |
|
|
2020
Q2 | $221K | Sell |
1,305
-145
| -10% | -$24.6K | 0.06% | 109 |
|
|
2020
Q1 | $205K | Hold |
1,450
| – | – | 0.06% | 113 |
|
|
2019
Q4 | $201K | Buy |
+1,450
| New | +$201K | 0.05% | 132 |
|
|
2015
Q4 | – | Sell |
-179
| Closed | -$14K | – | 172 |
|
|
2015
Q3 | $14K | Hold |
179
| – | – | 0.01% | 173 |
|
|
2015
Q2 | $14K | Hold |
179
| – | – | 0.01% | 215 |
|
|
2015
Q1 | $13K | Buy |
+179
| New | +$13K | 0.01% | 189 |
|