Theory Financial’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 | – | Sell |
-280
| Closed | -$231K | – | 92 |
|
|
2025
Q1 | $231K | Buy |
+280
| New | +$231K | 0.1% | 74 |
|
|
2023
Q4 | – | Sell |
-1,715
| Closed | -$921K | – | 73 |
|
|
2023
Q3 | $921K | Sell |
1,715
-121
| -7% | -$65K | 0.54% | 38 |
|
|
2023
Q2 | $861K | Hold |
1,836
| – | – | 0.5% | 38 |
|
|
2023
Q1 | $631K | Hold |
1,836
| – | – | 0.38% | 43 |
|
|
2022
Q4 | $672K | Buy |
+1,836
| New | +$672K | 0.44% | 41 |
|