Summit Securities 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 | $412K | Buy |
+529
| New | +$412K | 0.08% | 79 |
|
2023
Q3 | – | Sell |
-1,030
| Closed | -$483K | – | 658 |
|
2023
Q2 | $483K | Sell |
1,030
-517
| -33% | -$242K | 0.06% | 71 |
|
2023
Q1 | $531K | Sell |
1,547
-69
| -4% | -$23.7K | 0.04% | 59 |
|
2022
Q4 | $591K | Sell |
1,616
-3,447
| -68% | -$1.26M | 0.02% | 88 |
|
2022
Q3 | $1.64M | Buy |
5,063
+3,415
| +207% | +$1.1M | 0.12% | 46 |
|
2022
Q2 | $534K | Buy |
1,648
+1,323
| +407% | +$429K | 0.07% | 103 |
|
2022
Q1 | $93K | Sell |
325
-6,258
| -95% | -$1.79M | 0.01% | 339 |
|
2021
Q4 | $1.82M | Sell |
6,583
-7,121
| -52% | -$1.97M | 0.09% | 92 |
|
2021
Q3 | $3.17M | Buy |
13,704
+10,110
| +281% | +$2.34M | 0.25% | 38 |
|
2021
Q2 | $825K | Buy |
+3,594
| New | +$825K | 0.07% | 134 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 341 |
|
2020
Q4 | – | Sell |
-15,400
| Closed | -$2.28M | – | 309 |
|
2020
Q3 | $2.28M | Buy |
15,400
+12,695
| +469% | +$1.88M | 0.24% | 27 |
|
2020
Q2 | $444K | Buy |
2,705
+105
| +4% | +$17.2K | 0.06% | 76 |
|
2020
Q1 | $361K | Buy |
+2,600
| New | +$361K | 0.06% | 65 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 177 |
|
2019
Q1 | – | Sell |
-7,900
| Closed | -$914K | – | 174 |
|
2018
Q4 | $914K | Buy |
+7,900
| New | +$914K | 0.08% | 55 |
|
2018
Q1 | – | Sell |
-3,800
| Closed | -$321K | – | 138 |
|
2017
Q4 | $321K | Sell |
3,800
-1,500
| -28% | -$127K | 0.04% | 121 |
|
2017
Q3 | $453K | Buy |
+5,300
| New | +$453K | 0.08% | 59 |
|
2015
Q4 | – | Sell |
-600
| Closed | -$50K | – | 321 |
|
2015
Q3 | $50K | Sell |
600
-282
| -32% | -$23.5K | 0.04% | 142 |
|
2015
Q2 | $74K | Buy |
+882
| New | +$74K | 0.04% | 154 |
|
2015
Q1 | – | Sell |
-2,500
| Closed | -$172K | – | 446 |
|
2014
Q4 | $172K | Sell |
2,500
-900
| -26% | -$61.9K | 0.05% | 203 |
|
2014
Q3 | $220K | Buy |
3,400
+2,100
| +162% | +$136K | 0.06% | 194 |
|
2014
Q2 | $81K | Hold |
1,300
| – | – | 0.03% | 248 |
|
2014
Q1 | $77K | Sell |
1,300
-3,400
| -72% | -$201K | 0.05% | 149 |
|
2013
Q4 | $240K | Buy |
4,700
+1,200
| +34% | +$61.3K | 0.04% | 156 |
|
2013
Q3 | $176K | Buy |
3,500
+3,200
| +1,067% | +$161K | 0.06% | 120 |
|
2013
Q2 | $15K | Buy |
+300
| New | +$15K | 0.01% | 230 |
|