Beacon Pointe 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
$23.7M Buy
51,254
+2,337
+5% +$1.08M 0.25% 92
2025
Q1
$21.9M Sell
48,917
-5,930
-11% -$2.65M 0.25% 95
2024
Q4
$26.7M Sell
54,847
-147
-0.3% -$71.4K 0.3% 73
2024
Q3
$32.1M Sell
54,994
-1,445
-3% -$845K 0.37% 58
2024
Q2
$26.4M Sell
56,439
-7,212
-11% -$3.37M 0.31% 66
2024
Q1
$29M Sell
63,651
-3,285
-5% -$1.49M 0.32% 67
2023
Q4
$30.3M Buy
66,936
+2,274
+4% +$1.03M 0.36% 54
2023
Q3
$26.4M Buy
64,662
+14,581
+29% +$5.96M 0.33% 68
2023
Q2
$23.1M Sell
50,081
-9,852
-16% -$4.54M 0.38% 61
2023
Q1
$28.3M Buy
59,933
+6,984
+13% +$3.3M 0.48% 43
2022
Q4
$25.8M Buy
52,949
+3,954
+8% +$1.92M 0.5% 45
2022
Q3
$19M Buy
48,995
+2,117
+5% +$819K 0.42% 58
2022
Q2
$20.2M Sell
46,878
-5,847
-11% -$2.52M 0.43% 55
2022
Q1
$23.3M Buy
52,725
+30,048
+133% +$13.3M 0.32% 74
2021
Q4
$8.06M Sell
22,677
-15,159
-40% -$5.39M 0.21% 102
2021
Q3
$13.1M Buy
37,836
+15,363
+68% +$5.3M 0.32% 82
2021
Q2
$8.5M Buy
22,473
+4,422
+24% +$1.67M 0.3% 84
2021
Q1
$6.67M Sell
18,051
-2,566
-12% -$948K 0.41% 62
2020
Q4
$7.31M Buy
20,617
+1,539
+8% +$546K 0.5% 49
2020
Q3
$7.32M Sell
19,078
-1,438
-7% -$551K 0.71% 34
2020
Q2
$7.48M Buy
20,516
+4,409
+27% +$1.61M 0.75% 33
2020
Q1
$5.46M Buy
16,107
+6,204
+63% +$2.1M 0.87% 30
2019
Q4
$3.86M Buy
9,903
+3,010
+44% +$1.17M 1.2% 20
2019
Q3
$2.69M Sell
6,893
-4,108
-37% -$1.6M 1.16% 21
2019
Q2
$4M Sell
11,001
-94
-0.8% -$34.2K 1.46% 13
2019
Q1
$3.33M Buy
11,095
+991
+10% +$298K 1.25% 20
2018
Q4
$2.65M Buy
+10,104
New +$2.65M 1.61% 11