Sweet Financial Partners’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$4.36M Sell
4,919
-112
-2% -$99.2K 0.94% 17
2024
Q2
$4.56M Buy
5,031
+182
+4% +$165K 1.04% 16
2024
Q1
$3.77M Buy
4,849
+48
+1% +$37.3K 0.87% 16
2023
Q4
$2.8M Buy
4,801
+89
+2% +$51.9K 0.67% 27
2023
Q3
$2.53M Sell
4,712
-126
-3% -$67.7K 0.67% 22
2023
Q2
$2.27M Buy
4,838
+633
+15% +$297K 0.59% 31
2023
Q1
$1.44M Buy
4,205
+1,060
+34% +$364K 0.4% 45
2022
Q4
$1.15M Buy
3,145
+115
+4% +$42.1K 0.34% 47
2022
Q3
$980K Buy
3,030
+118
+4% +$38.2K 0.31% 45
2022
Q2
$944K Buy
2,912
+211
+8% +$68.4K 0.3% 48
2022
Q1
$773K Buy
2,701
+1,827
+209% +$523K 0.21% 63
2021
Q4
$241K Buy
+874
New +$241K 0.1% 131