Trek 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
$1.7M Buy
2,181
+943
+76% +$735K 0.11% 165
2025
Q1
$1.02M Sell
1,238
-1,058
-46% -$874K 0.07% 181
2024
Q4
$1.77M Buy
2,296
+389
+20% +$300K 0.13% 150
2024
Q3
$1.69M Buy
1,907
+446
+31% +$395K 0.13% 149
2024
Q2
$1.32M Sell
1,461
-156
-10% -$141K 0.11% 150
2024
Q1
$1.26M Buy
1,617
+315
+24% +$245K 0.1% 150
2023
Q4
$759K Sell
1,302
-18,197
-93% -$10.6M 0.07% 143
2023
Q3
$10.5M Buy
19,499
+16,856
+638% +$9.05M 0.96% 25
2023
Q2
$1.24M Sell
2,643
-6,229
-70% -$2.92M 0.11% 99
2023
Q1
$3.05M Sell
8,872
-23,559
-73% -$8.09M 0.28% 67
2022
Q4
$11.9M Buy
32,431
+8,328
+35% +$3.05M 1.18% 18
2022
Q3
$7.79M Buy
24,103
+23,393
+3,295% +$7.56M 0.82% 29
2022
Q2
$230K Sell
710
-478
-40% -$155K 0.02% 190
2022
Q1
$340K Sell
1,188
-1,237
-51% -$354K 0.03% 167
2021
Q4
$670K Buy
2,425
+684
+39% +$189K 0.06% 96
2021
Q3
$402K Buy
1,741
+376
+28% +$86.8K 0.04% 127
2021
Q2
$313K Sell
1,365
-89
-6% -$20.4K 0.03% 156
2021
Q1
$272K Buy
+1,454
New +$272K 0.03% 152