AFT Forsyth & Company’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
$1.44M Buy
3,118
+85
+3% +$39.4K 0.74% 31
2025
Q1
$1.35M Sell
3,033
-55
-2% -$24.6K 0.73% 33
2024
Q4
$1.5M Buy
3,088
+32
+1% +$15.6K 0.74% 33
2024
Q3
$1.79M Sell
3,056
-50
-2% -$29.2K 0.88% 29
2024
Q2
$1.45M Buy
3,106
+251
+9% +$117K 0.71% 33
2024
Q1
$1.3M Sell
2,855
-200
-7% -$91K 0.74% 34
2023
Q4
$1.38M Buy
3,055
+25
+0.8% +$11.3K 0.87% 35
2023
Q3
$1.24M Sell
3,030
-60
-2% -$24.5K 0.91% 33
2023
Q2
$1.42M Hold
3,090
1.01% 28
2023
Q1
$1.46M Sell
3,090
-10
-0.3% -$4.73K 1.13% 21
2022
Q4
$1.51M Sell
3,100
-170
-5% -$82.7K 1.29% 20
2022
Q3
$1.26M Buy
3,270
+75
+2% +$29K 1.13% 27
2022
Q2
$1.37M Buy
3,195
+76
+2% +$32.7K 1.11% 24
2022
Q1
$1.38M Sell
3,119
-90
-3% -$39.7K 0.88% 31
2021
Q4
$1.14M Sell
3,209
-148
-4% -$52.6K 0.59% 53
2021
Q3
$1.16M Sell
3,357
-280
-8% -$96.7K 0.62% 52
2021
Q2
$1.38M Hold
3,637
0.73% 38
2021
Q1
$1.34M Buy
3,637
+135
+4% +$49.9K 0.81% 34
2020
Q4
$1.24M Sell
3,502
-160
-4% -$56.8K 0.78% 36
2020
Q3
$1.4M Sell
3,662
-84
-2% -$32.2K 1.04% 20
2020
Q2
$1.37M Sell
3,746
-65
-2% -$23.7K 1.15% 20
2020
Q1
$1.29M Sell
3,811
-514
-12% -$174K 1.3% 20
2019
Q4
$1.68M Hold
4,325
1.29% 19
2019
Q3
$1.69M Buy
4,325
+60
+1% +$23.4K 1.39% 20
2019
Q2
$1.55M Buy
4,265
+260
+6% +$94.5K 1.28% 22
2019
Q1
$1.2M Buy
4,005
+15
+0.4% +$4.5K 1.04% 28
2018
Q4
$1.05M Sell
3,990
-80
-2% -$21K 1.04% 28
2018
Q3
$1.41M Buy
4,070
+70
+2% +$24.2K 1.17% 23
2018
Q2
$1.18M Sell
4,000
-170
-4% -$50.2K 1.04% 28
2018
Q1
$1.41M Buy
4,170
+75
+2% +$25.3K 1.32% 18
2017
Q4
$1.32M Buy
+4,095
New +$1.32M 1.29% 23
2013
Q3
$324K Buy
2,541
+675
+36% +$86.1K 0.42% 77
2013
Q2
$202K Buy
+1,866
New +$202K 0.29% 90