Bay Harbor Wealth Management’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 | $4.63K | Buy |
10
+5
| +100% | +$2.32K | ﹤0.01% | 185 |
|
|
2025
Q1 | $2.23K | Buy |
+5
| New | +$2.23K | ﹤0.01% | 182 |
|
|
2021
Q1 | – | Sell |
-142
| Closed | -$50K | – | 339 |
|
|
2020
Q4 | $50K | Hold |
142
| – | – | 0.02% | 162 |
|
|
2020
Q3 | $54K | Buy |
142
+28
| +25% | +$10.6K | 0.03% | 153 |
|
|
2020
Q2 | $42K | Buy |
114
+41
| +56% | +$15.1K | 0.02% | 166 |
|
|
2020
Q1 | $25K | Buy |
+73
| New | +$25K | 0.02% | 177 |
|
|
2019
Q2 | – | Sell |
-15
| Closed | -$5K | – | 391 |
|
|
2019
Q1 | $5K | Hold |
15
| – | – | ﹤0.01% | 305 |
|
|
2018
Q4 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 296 |
|