Aptus Capital 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
$5.23M Sell
11,294
-406
-3% -$188K 0.04% 280
2025
Q1
$5.23M Sell
11,700
-53,847
-82% -$24.1M 0.05% 267
2024
Q4
$31.9M Buy
65,547
+11,686
+22% +$5.68M 0.33% 58
2024
Q3
$31.5M Buy
53,861
+9,347
+21% +$5.46M 0.47% 51
2024
Q2
$20.8M Buy
44,514
+9,794
+28% +$4.57M 0.37% 63
2024
Q1
$15.8M Buy
34,720
+2,807
+9% +$1.28M 0.29% 68
2023
Q4
$14.5M Buy
31,913
+27,893
+694% +$12.6M 0.4% 60
2023
Q3
$1.64M Sell
4,020
-29,205
-88% -$11.9M 0.04% 241
2023
Q2
$15.3M Sell
33,225
-1,947
-6% -$896K 0.37% 48
2023
Q1
$16.6M Buy
35,172
+13,656
+63% +$6.46M 0.45% 43
2022
Q4
$10.5M Buy
21,516
+645
+3% +$314K 0.32% 62
2022
Q3
$8.06M Sell
20,871
-2,079
-9% -$803K 0.19% 67
2022
Q2
$9.87M Buy
22,950
+277
+1% +$119K 0.26% 48
2022
Q1
$10M Buy
22,673
+9,773
+76% +$4.31M 0.25% 49
2021
Q4
$4.59M Buy
12,900
+1,824
+16% +$648K 0.14% 93
2021
Q3
$3.82M Sell
11,076
-8,085
-42% -$2.79M 0.1% 93
2021
Q2
$7.25M Buy
19,161
+2,233
+13% +$845K 0.21% 40
2021
Q1
$6.26M Buy
16,928
+443
+3% +$164K 0.22% 38
2020
Q4
$5.85M Buy
16,485
+2,760
+20% +$980K 0.27% 41
2020
Q3
$5.26M Buy
13,725
+7,548
+122% +$2.89M 0.28% 41
2020
Q2
$2.25M Sell
6,177
-171
-3% -$62.4K 0.14% 83
2020
Q1
$2.15M Buy
+6,348
New +$2.15M 0.19% 77
2019
Q4
Sell
-110
Closed -$42K 485
2019
Q3
$42K Buy
+110
New +$42K ﹤0.01% 355
2019
Q2
Hold
0
342