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