Allworth Financial’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 | $10.9M | Buy |
23,626
+6,585
| +39% | +$3.05M | 0.05% | 186 |
|
|
2025
Q1 | $7.95M | Sell |
17,041
-187
| -1% | -$87.3K | 0.04% | 204 |
|
|
2024
Q4 | $8.6M | Buy |
17,228
+3,317
| +24% | +$1.66M | 0.05% | 192 |
|
|
2024
Q3 | $8.13M | Sell |
13,911
-120
| -0.9% | -$70.1K | 0.05% | 162 |
|
|
2024
Q2 | $6.66M | Buy |
14,031
+590
| +4% | +$280K | 0.04% | 184 |
|
|
2024
Q1 | $6.11M | Buy |
13,441
+1,126
| +9% | +$512K | 0.04% | 172 |
|
|
2023
Q4 | $5.58M | Sell |
12,315
-737
| -6% | -$334K | 0.04% | 176 |
|
|
2023
Q3 | $5.34M | Sell |
13,052
-232
| -2% | -$94.9K | 0.05% | 167 |
|
|
2023
Q2 | $6.12M | Buy |
13,284
+862
| +7% | +$397K | 0.05% | 149 |
|
|
2023
Q1 | $5.87M | Buy |
12,422
+1,782
| +17% | +$842K | 0.06% | 139 |
|
|
2022
Q4 | $5.18M | Sell |
10,640
-413
| -4% | -$201K | 0.06% | 142 |
|
|
2022
Q3 | $4.27M | Buy |
11,053
+226
| +2% | +$87.3K | 0.05% | 148 |
|
|
2022
Q2 | $4.66M | Buy |
10,827
+280
| +3% | +$120K | 0.06% | 138 |
|
|
2022
Q1 | $4.66M | Buy |
10,547
+6,524
| +162% | +$2.88M | 0.06% | 145 |
|
|
2021
Q4 | $1.43M | Sell |
4,023
-157
| -4% | -$55.8K | 0.02% | 240 |
|
|
2021
Q3 | $1.44M | Buy |
4,180
+1,493
| +56% | +$515K | 0.02% | 202 |
|
|
2021
Q2 | $1.02M | Buy |
2,687
+1,820
| +210% | +$689K | 0.02% | 187 |
|
|
2021
Q1 | $320K | Buy |
867
+7
| +0.8% | +$2.58K | 0.01% | 290 |
|
|
2020
Q4 | $305K | Buy |
860
+47
| +6% | +$16.7K | 0.01% | 232 |
|
|
2020
Q3 | $312K | Sell |
813
-55
| -6% | -$21.1K | 0.01% | 195 |
|
|
2020
Q2 | $317K | Sell |
868
-58
| -6% | -$21.2K | 0.01% | 190 |
|
|
2020
Q1 | $314K | Buy |
926
+95
| +11% | +$32.2K | 0.01% | 194 |
|
|
2019
Q4 | $324K | Buy |
831
+169
| +26% | +$65.9K | 0.01% | 146 |
|
|
2019
Q3 | $258K | Buy |
662
+34
| +5% | +$13.3K | 0.01% | 142 |
|
|
2019
Q2 | $228K | Buy |
628
+19
| +3% | +$6.9K | 0.01% | 149 |
|
|
2019
Q1 | $183K | Buy |
609
+16
| +3% | +$4.81K | 0.01% | 172 |
|
|
2018
Q4 | $155K | Buy |
593
+55
| +10% | +$14.4K | 0.01% | 168 |
|
|
2018
Q3 | $186K | Sell |
538
-17
| -3% | -$5.88K | 0.01% | 164 |
|
|
2018
Q2 | $164K | Buy |
555
+14
| +3% | +$4.14K | 0.01% | 173 |
|
|
2018
Q1 | $183K | Buy |
541
+25
| +5% | +$8.46K | 0.01% | 126 |
|
|
2017
Q4 | $166K | Buy |
516
+58
| +13% | +$18.7K | 0.01% | 127 |
|
|
2017
Q3 | $142K | Sell |
458
-65
| -12% | -$20.2K | 0.01% | 139 |
|
|
2017
Q2 | $145K | Hold |
523
| – | – | 0.01% | 140 |
|
|
2017
Q1 | $140K | Sell |
523
-6
| -1% | -$1.61K | 0.01% | 132 |
|
|
2016
Q4 | $132K | Buy |
529
+97
| +22% | +$24.2K | 0.01% | 136 |
|
|
2016
Q3 | $104K | Buy |
432
+13
| +3% | +$3.13K | 0.01% | 144 |
|
|
2016
Q2 | $104K | Hold |
419
| – | – | 0.01% | 144 |
|
|
2016
Q1 | $93K | Hold |
419
| – | – | 0.01% | 157 |
|
|
2015
Q4 | $91K | Hold |
419
| – | – | 0.02% | 156 |
|
|
2015
Q3 | $87K | Buy |
419
+105
| +33% | +$21.8K | 0.03% | 148 |
|
|
2015
Q2 | $58K | Hold |
314
| – | – | 0.02% | 199 |
|
|
2015
Q1 | $64K | Buy |
+314
| New | +$64K | 0.02% | 183 |
|