Avantax Advisory Services’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 | $24.9M | Buy |
53,687
+775
| +1% | +$359K | 0.14% | 111 |
|
|
2025
Q1 | $23.6M | Buy |
52,912
+117
| +0.2% | +$52.3K | 0.14% | 111 |
|
|
2024
Q4 | $25.7M | Sell |
52,795
-993
| -2% | -$483K | 0.16% | 97 |
|
|
2024
Q3 | $31.4M | Sell |
53,788
-3,282
| -6% | -$1.92M | 0.21% | 76 |
|
|
2024
Q2 | $26.7M | Buy |
57,070
+16,694
| +41% | +$7.8M | 0.19% | 82 |
|
|
2024
Q1 | $18.4M | Buy |
40,376
+1,623
| +4% | +$738K | 0.16% | 99 |
|
|
2023
Q4 | $17.6M | Buy |
38,753
+2,751
| +8% | +$1.25M | 0.17% | 96 |
|
|
2023
Q3 | $14.7M | Buy |
36,002
+1,853
| +5% | +$758K | 0.16% | 103 |
|
|
2023
Q2 | $15.7M | Buy |
34,149
+521
| +2% | +$240K | 0.18% | 94 |
|
|
2023
Q1 | $15.9M | Buy |
33,628
+625
| +2% | +$295K | 0.19% | 87 |
|
|
2022
Q4 | $16.1M | Buy |
33,003
+1,604
| +5% | +$780K | 0.21% | 78 |
|
|
2022
Q3 | $12.1M | Buy |
31,399
+711
| +2% | +$275K | 0.19% | 89 |
|
|
2022
Q2 | $13.2M | Buy |
30,688
+7,596
| +33% | +$3.27M | 0.2% | 83 |
|
|
2022
Q1 | $10.2M | Buy |
23,092
+2,582
| +13% | +$1.14M | 0.14% | 109 |
|
|
2021
Q4 | $7.3M | Buy |
20,510
+1,051
| +5% | +$374K | 0.11% | 144 |
|
|
2021
Q3 | $6.73M | Buy |
19,459
+2,113
| +12% | +$731K | 0.11% | 139 |
|
|
2021
Q2 | $6.57M | Buy |
17,346
+2,213
| +15% | +$838K | 0.12% | 136 |
|
|
2021
Q1 | $5.59M | Buy |
15,133
+2,067
| +16% | +$763K | 0.12% | 138 |
|
|
2020
Q4 | $4.64M | Sell |
13,066
-18,687
| -59% | -$6.64M | 0.11% | 143 |
|
|
2020
Q3 | $12.2M | Buy |
31,753
+19,921
| +168% | +$7.64M | 0.2% | 94 |
|
|
2020
Q2 | $4.32M | Sell |
11,832
-257
| -2% | -$93.8K | 0.12% | 126 |
|
|
2020
Q1 | $4.1M | Buy |
12,089
+1,299
| +12% | +$441K | 0.12% | 116 |
|
|
2019
Q4 | $4.21M | Buy |
10,790
+287
| +3% | +$112K | 0.1% | 131 |
|
|
2019
Q3 | $4.1M | Buy |
10,503
+850
| +9% | +$332K | 0.17% | 73 |
|
|
2019
Q2 | $3.51M | Buy |
9,653
+1,287
| +15% | +$468K | 0.15% | 77 |
|
|
2019
Q1 | $2.51M | Buy |
8,366
+1,220
| +17% | +$366K | 0.13% | 87 |
|
|
2018
Q4 | $1.87M | Buy |
+7,146
| New | +$1.87M | 0.31% | 82 |
|