AllGen Financial Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-468
| Closed | -$274K | – | 41 |
|
|
2024
Q3 | $274K | Buy |
468
+18
| +4% | +$10.5K | 0.09% | 36 |
|
|
2024
Q2 | $210K | Hold |
450
| – | – | 0.08% | 37 |
|
|
2024
Q1 | $205K | Sell |
450
-26
| -5% | -$11.8K | 0.08% | 38 |
|
|
2023
Q4 | $216K | Sell |
476
-50
| -10% | -$22.7K | 0.11% | 32 |
|
|
2023
Q3 | $215K | Hold |
526
| – | – | 0.15% | 30 |
|
|
2023
Q2 | $242K | Hold |
526
| – | – | 0.15% | 33 |
|
|
2023
Q1 | $249K | Sell |
526
-19
| -3% | -$8.98K | 0.17% | 32 |
|
|
2022
Q4 | $265K | Hold |
545
| – | – | 0.19% | 34 |
|
|
2022
Q3 | $211K | Hold |
545
| – | – | 0.16% | 38 |
|
|
2022
Q2 | $234K | Hold |
545
| – | – | 0.19% | 33 |
|
|
2022
Q1 | $241K | Sell |
545
-100
| -16% | -$44.1K | 0.2% | 33 |
|
|
2021
Q4 | $229K | Hold |
645
| – | – | 0.17% | 37 |
|
|
2021
Q3 | $223K | Sell |
645
-19
| -3% | -$6.56K | 0.18% | 32 |
|
|
2021
Q2 | $251K | Sell |
664
-38,037
| -98% | -$14.4M | 0.19% | 32 |
|
|
2021
Q1 | $1.05M | Buy |
38,701
+38,053
| +5,872% | +$1.03M | 0.86% | 27 |
|
|
2020
Q4 | $230K | Buy |
+648
| New | +$230K | 0.21% | 32 |
|