Aveo Capital Partners’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 | – | Sell |
-511
| Closed | -$241K | – | 90 |
|
|
2025
Q1 | $241K | Sell |
511
-23
| -4% | -$10.8K | 0.04% | 160 |
|
|
2024
Q4 | $259K | Sell |
534
-88
| -14% | -$42.7K | 0.03% | 308 |
|
|
2024
Q3 | $364K | Sell |
622
-364
| -37% | -$213K | 0.04% | 252 |
|
|
2024
Q2 | $461K | Sell |
986
-108
| -10% | -$50.5K | 0.05% | 199 |
|
|
2024
Q1 | $505K | Buy |
1,094
+433
| +66% | +$200K | 0.06% | 218 |
|
|
2023
Q4 | $300K | Buy |
661
+26
| +4% | +$11.8K | 0.04% | 271 |
|
|
2023
Q3 | $260K | Sell |
635
-42
| -6% | -$17.2K | 0.03% | 286 |
|
|
2023
Q2 | $312K | Buy |
677
+41
| +6% | +$18.9K | 0.04% | 265 |
|
|
2023
Q1 | $300K | Sell |
636
-25
| -4% | -$11.8K | 0.04% | 265 |
|
|
2022
Q4 | $322K | Buy |
+661
| New | +$322K | 0.05% | 255 |
|
|
2021
Q4 | – | Sell |
-580
| Closed | -$200K | – | 291 |
|
|
2021
Q3 | $200K | Buy |
+580
| New | +$200K | 0.04% | 247 |
|
|
2018
Q4 | – | Sell |
-614
| Closed | -$201K | – | 140 |
|
|
2018
Q3 | $201K | Buy |
+614
| New | +$201K | 0.09% | 135 |
|
|
2018
Q2 | – | Sell |
-977
| Closed | -$330K | – | 150 |
|
|
2018
Q1 | $330K | Sell |
977
-2
| -0.2% | -$676 | 0.14% | 98 |
|
|
2017
Q4 | $314K | Buy |
979
+106
| +12% | +$34K | 0.1% | 95 |
|
|
2017
Q3 | $271K | Buy |
873
+81
| +10% | +$25.1K | 0.09% | 98 |
|
|
2017
Q2 | $220K | Buy |
792
+20
| +3% | +$5.56K | 0.08% | 111 |
|
|
2017
Q1 | $207K | Sell |
772
-507
| -40% | -$136K | 0.08% | 116 |
|
|
2016
Q4 | $320K | Buy |
+1,279
| New | +$320K | 0.09% | 135 |
|