True Link Financial Advisors’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 |
-293
| Closed | -$242K | – | 102 |
|
2025
Q1 | $242K | Sell |
293
-526
| -64% | -$434K | 0.02% | 83 |
|
2024
Q4 | $632K | Sell |
819
-8
| -1% | -$6.18K | 0.05% | 34 |
|
2024
Q3 | $733K | Buy |
827
+2
| +0.2% | +$1.77K | 0.06% | 32 |
|
2024
Q2 | $747K | Buy |
825
+92
| +13% | +$83.3K | 0.07% | 31 |
|
2024
Q1 | $570K | Sell |
733
-34
| -4% | -$26.5K | 0.05% | 37 |
|
2023
Q4 | $447K | Sell |
767
-1,055
| -58% | -$615K | 0.05% | 42 |
|
2023
Q3 | $979K | Buy |
1,822
+83
| +5% | +$44.6K | 0.12% | 51 |
|
2023
Q2 | $816K | Hold |
1,739
| – | – | 0.1% | 61 |
|
2023
Q1 | $597K | Hold |
1,739
| – | – | 0.07% | 73 |
|
2022
Q4 | $636K | Sell |
1,739
-45
| -3% | -$16.5K | 0.09% | 68 |
|
2022
Q3 | $577K | Buy |
1,784
+535
| +43% | +$173K | 0.08% | 75 |
|
2022
Q2 | $405K | Buy |
1,249
+134
| +12% | +$43.5K | 0.06% | 93 |
|
2022
Q1 | $319K | Hold |
1,115
| – | – | 0.05% | 103 |
|
2021
Q4 | $308K | Buy |
1,115
+479
| +75% | +$132K | 0.04% | 169 |
|
2021
Q3 | $147K | Hold |
636
| – | – | 0.02% | 292 |
|
2021
Q2 | $146K | Buy |
636
+61
| +11% | +$14K | 0.02% | 258 |
|
2021
Q1 | $107K | Hold |
575
| – | – | 0.02% | 365 |
|
2020
Q4 | $97K | Buy |
+575
| New | +$97K | 0.02% | 436 |
|