Affinity Investment Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Buy |
1,792
+1,126
| +169% | +$521K | 0.63% | 56 |
|
|
2025
Q1 | $298K | Buy |
666
+104
| +19% | +$46.5K | 0.24% | 109 |
|
|
2024
Q4 | $273K | Buy |
+562
| New | +$273K | 0.23% | 112 |
|
|
2021
Q1 | – | Sell |
-6,779
| Closed | -$2.41M | – | 159 |
|
|
2020
Q4 | $2.41M | Sell |
6,779
-306
| -4% | -$109K | 0.97% | 38 |
|
|
2020
Q3 | $2.72M | Buy |
7,085
+611
| +9% | +$234K | 1.19% | 34 |
|
|
2020
Q2 | $2.36M | Sell |
6,474
-1,978
| -23% | -$722K | 1.12% | 33 |
|
|
2020
Q1 | $2.87M | Sell |
8,452
-835
| -9% | -$283K | 1.46% | 27 |
|
|
2019
Q4 | $3.62M | Sell |
9,287
-3,035
| -25% | -$1.18M | 1.31% | 31 |
|
|
2019
Q3 | $4.81M | Buy |
+12,322
| New | +$4.81M | 1.51% | 26 |
|
|
2017
Q2 | – | Sell |
-5,177
| Closed | -$1.39M | – | 185 |
|
|
2017
Q1 | $1.39M | Buy |
5,177
+7
| +0.1% | +$1.87K | 0.13% | 112 |
|
|
2016
Q4 | $1.29M | Sell |
5,170
-110
| -2% | -$27.5K | 0.12% | 113 |
|
|
2016
Q3 | $1.27M | Sell |
5,280
-56,284
| -91% | -$13.5M | 0.11% | 112 |
|
|
2016
Q2 | $15.3M | Buy |
61,564
+4,788
| +8% | +$1.19M | 1.13% | 40 |
|
|
2016
Q1 | $12.6M | Sell |
56,776
-20,590
| -27% | -$4.56M | 1.1% | 47 |
|
|
2015
Q4 | $16.8M | Buy |
77,366
+290
| +0.4% | +$63K | 1.44% | 27 |
|
|
2015
Q3 | $16M | Buy |
77,076
+75,428
| +4,577% | +$15.6M | 1.46% | 25 |
|
|
2015
Q2 | $306K | Buy |
+1,648
| New | +$306K | 0.02% | 120 |
|