AFAS
Acorn Financial Advisory Services’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
5,591
+1
| +0% | +$463 | 0.42% | 28 |
|
|
2025
Q1 | $2.5M | Sell |
5,590
-884
| -14% | -$395K | 0.45% | 27 |
|
|
2024
Q4 | $3.15M | Buy |
6,474
+19
| +0.3% | +$9.23K | 0.52% | 26 |
|
|
2024
Q3 | $3.77M | Buy |
6,455
+5
| +0.1% | +$2.92K | 0.67% | 19 |
|
|
2024
Q2 | $3.01M | Buy |
6,450
+109
| +2% | +$50.9K | 0.56% | 22 |
|
|
2024
Q1 | $2.88M | Buy |
6,341
+810
| +15% | +$368K | 0.54% | 24 |
|
|
2023
Q4 | $2.51M | Buy |
5,531
+3
| +0.1% | +$1.36K | 0.44% | 27 |
|
|
2023
Q3 | $2.26M | Buy |
5,528
+4,759
| +619% | +$1.95M | 0.4% | 32 |
|
|
2023
Q2 | $354K | Sell |
769
-206
| -21% | -$94.9K | 0.06% | 172 |
|
|
2023
Q1 | $461K | Buy |
975
+136
| +16% | +$64.3K | 0.09% | 132 |
|
|
2022
Q4 | $408K | Hold |
839
| – | – | 0.09% | 135 |
|
|
2022
Q3 | $324K | Hold |
839
| – | – | 0.08% | 163 |
|
|
2022
Q2 | $361K | Buy |
839
+135
| +19% | +$58.1K | 0.09% | 148 |
|
|
2022
Q1 | $311K | Buy |
704
+105
| +18% | +$46.4K | 0.06% | 178 |
|
|
2021
Q4 | $212K | Hold |
599
| – | – | 0.04% | 207 |
|
|
2021
Q3 | $206K | Sell |
599
-7
| -1% | -$2.41K | 0.06% | 210 |
|
|
2021
Q2 | $230K | Buy |
606
+14
| +2% | +$5.31K | 0.07% | 218 |
|
|
2021
Q1 | $220K | Sell |
592
-3
| -0.5% | -$1.12K | 0.08% | 192 |
|
|
2020
Q4 | $210K | Hold |
595
| – | – | 0.08% | 213 |
|
|
2020
Q3 | $229K | Buy |
595
+10
| +2% | +$3.85K | 0.12% | 186 |
|
|
2020
Q2 | $213K | Buy |
+585
| New | +$213K | 0.15% | 178 |
|
|
2020
Q1 | – | Sell |
-609
| Closed | -$238K | – | 170 |
|
|
2019
Q4 | $238K | Buy |
+609
| New | +$238K | 0.2% | 145 |
|