BIA
BHK Investment Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-740
| Closed | -$335K | – | 61 |
|
|
2023
Q4 | $335K | Sell |
740
-530
| -42% | -$240K | 0.19% | 38 |
|
|
2023
Q3 | $519K | Sell |
1,270
-80
| -6% | -$32.7K | 0.24% | 35 |
|
|
2023
Q2 | $621K | Sell |
1,350
-14
| -1% | -$6.44K | 0.27% | 33 |
|
|
2023
Q1 | $645K | Buy |
1,364
+270
| +25% | +$128K | 0.28% | 30 |
|
|
2022
Q4 | $532K | Sell |
1,094
-331
| -23% | -$161K | 0.3% | 28 |
|
|
2022
Q3 | $550K | Buy |
1,425
+151
| +12% | +$58.3K | 0.28% | 28 |
|
|
2022
Q2 | $548K | Buy |
1,274
+255
| +25% | +$110K | 0.25% | 34 |
|
|
2022
Q1 | $450K | Hold |
1,019
| – | – | 0.19% | 38 |
|
|
2021
Q4 | $362K | Buy |
1,019
+21
| +2% | +$7.46K | 0.14% | 53 |
|
|
2021
Q3 | $345K | Buy |
998
+30
| +3% | +$10.4K | 0.14% | 51 |
|
|
2021
Q2 | $366K | Hold |
968
| – | – | 0.15% | 49 |
|
|
2021
Q1 | $344K | Hold |
968
| – | – | 0.16% | 50 |
|
|
2020
Q4 | $344K | Buy |
968
+145
| +18% | +$51.5K | 0.16% | 48 |
|
|
2020
Q3 | $315K | Buy |
823
+1
| +0.1% | +$383 | 0.18% | 45 |
|
|
2020
Q2 | $300K | Buy |
822
+49
| +6% | +$17.9K | 0.18% | 40 |
|
|
2020
Q1 | $262K | Buy |
773
+50
| +7% | +$16.9K | 0.19% | 41 |
|
|
2019
Q4 | $282K | Sell |
723
-175
| -19% | -$68.3K | 0.16% | 50 |
|
|
2019
Q3 | $350K | Sell |
898
-464
| -34% | -$181K | 0.2% | 58 |
|
|
2019
Q2 | $495K | Sell |
1,362
-557
| -29% | -$202K | 0.28% | 50 |
|
|
2019
Q1 | $576K | Buy |
1,919
+583
| +44% | +$175K | 0.35% | 43 |
|
|
2018
Q4 | $350K | Sell |
1,336
-80
| -6% | -$21K | 0.26% | 48 |
|
|
2018
Q3 | $490K | Buy |
1,416
+29
| +2% | +$10K | 0.33% | 38 |
|
|
2018
Q2 | $410K | Buy |
1,387
+387
| +39% | +$114K | 0.29% | 40 |
|
|
2018
Q1 | $338K | Buy |
+1,000
| New | +$338K | 0.25% | 41 |
|