Arete Wealth 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 | $2.01M | Sell |
4,339
-574
| -12% | -$266K | 0.14% | 146 |
|
|
2025
Q1 | $2.2M | Sell |
4,913
-45
| -0.9% | -$20.1K | 0.17% | 124 |
|
|
2024
Q4 | $2.41M | Buy |
4,958
+1,804
| +57% | +$875K | 0.17% | 125 |
|
|
2024
Q3 | $1.84M | Buy |
+3,154
| New | +$1.84M | 0.16% | 133 |
|
|
2024
Q1 | – | Sell |
-4,231
| Closed | -$1.92M | – | 573 |
|
|
2023
Q4 | $1.92M | Buy |
+4,231
| New | +$1.92M | 0.15% | 143 |
|
|
2023
Q3 | – | Sell |
-3,940
| Closed | -$1.81M | – | 624 |
|
|
2023
Q2 | $1.81M | Buy |
3,940
+307
| +8% | +$141K | 0.16% | 139 |
|
|
2023
Q1 | $1.72M | Buy |
3,633
+2
| +0.1% | +$946 | 0.14% | 138 |
|
|
2022
Q4 | $1.77B | Buy |
3,631
+197
| +6% | +$95.8M | 0.15% | 124 |
|
|
2022
Q3 | $1.33M | Buy |
3,434
+1,470
| +75% | +$568K | 0.13% | 139 |
|
|
2022
Q2 | $844K | Sell |
1,964
-408
| -17% | -$175K | 0.09% | 173 |
|
|
2022
Q1 | $1.05M | Buy |
2,372
+114
| +5% | +$50.3K | 0.09% | 175 |
|
|
2021
Q4 | $801K | Buy |
2,258
+559
| +33% | +$198K | 0.07% | 213 |
|
|
2021
Q3 | $586K | Buy |
1,699
+79
| +5% | +$27.2K | 0.06% | 234 |
|
|
2021
Q2 | $523K | Sell |
1,620
-46
| -3% | -$14.9K | 0.07% | 198 |
|
|
2021
Q1 | $616K | Buy |
1,666
+50
| +3% | +$18.5K | 0.08% | 209 |
|
|
2020
Q4 | $570K | Sell |
1,616
-1,359
| -46% | -$479K | 0.08% | 213 |
|
|
2020
Q3 | $1.13M | Sell |
2,975
-590
| -17% | -$224K | 0.17% | 136 |
|
|
2020
Q2 | $1.3M | Sell |
3,565
-41
| -1% | -$15K | 0.23% | 116 |
|
|
2020
Q1 | $1.22M | Sell |
3,606
-62
| -2% | -$21K | 0.24% | 98 |
|
|
2019
Q4 | $1.43M | Buy |
3,668
+36
| +1% | +$14K | 0.25% | 99 |
|
|
2019
Q3 | $1.42M | Buy |
3,632
+105
| +3% | +$41K | 0.27% | 89 |
|
|
2019
Q2 | $1.28M | Buy |
3,527
+60
| +2% | +$21.8K | 0.25% | 94 |
|
|
2019
Q1 | $1.04M | Buy |
3,467
+712
| +26% | +$214K | 0.22% | 121 |
|
|
2018
Q4 | $721K | Buy |
2,755
+1,306
| +90% | +$342K | 0.18% | 144 |
|
|
2018
Q3 | $501K | Buy |
1,449
+148
| +11% | +$51.2K | 0.11% | 186 |
|
|
2018
Q2 | $384K | Buy |
+1,301
| New | +$384K | 0.09% | 230 |
|