Bragg Financial 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 | $256K | Sell |
553
-4
| -0.7% | -$1.85K | 0.01% | 320 |
|
|
2025
Q1 | $249K | Sell |
557
-92
| -14% | -$41.1K | 0.01% | 315 |
|
|
2024
Q4 | $315K | Sell |
649
-10
| -2% | -$4.86K | 0.01% | 293 |
|
|
2024
Q3 | $385K | Sell |
659
-18
| -3% | -$10.5K | 0.02% | 264 |
|
|
2024
Q2 | $316K | Buy |
677
+6
| +0.9% | +$2.8K | 0.01% | 274 |
|
|
2024
Q1 | $305K | Buy |
671
+3
| +0.4% | +$1.37K | 0.01% | 281 |
|
|
2023
Q4 | $303K | Sell |
668
-42
| -6% | -$19K | 0.01% | 275 |
|
|
2023
Q3 | $290K | Sell |
710
-81
| -10% | -$33.1K | 0.02% | 279 |
|
|
2023
Q2 | $364K | Hold |
791
| – | – | 0.02% | 269 |
|
|
2023
Q1 | $374K | Hold |
791
| – | – | 0.02% | 258 |
|
|
2022
Q4 | $385K | Sell |
791
-16
| -2% | -$7.79K | 0.02% | 247 |
|
|
2022
Q3 | $312K | Sell |
807
-130
| -14% | -$50.3K | 0.02% | 256 |
|
|
2022
Q2 | $403K | Sell |
937
-15
| -2% | -$6.45K | 0.03% | 240 |
|
|
2022
Q1 | $420K | Sell |
952
-71
| -7% | -$31.3K | 0.02% | 256 |
|
|
2021
Q4 | $353K | Hold |
1,023
| – | – | 0.02% | 260 |
|
|
2021
Q3 | $353K | Hold |
1,023
| – | – | 0.02% | 260 |
|
|
2021
Q2 | $387K | Buy |
+1,023
| New | +$387K | 0.02% | 252 |
|
|
2020
Q3 | – | Sell |
-561
| Closed | -$205K | – | 272 |
|
|
2020
Q2 | $205K | Buy |
+561
| New | +$205K | 0.02% | 265 |
|
|
2020
Q1 | – | Sell |
-579
| Closed | -$225K | – | 267 |
|
|
2019
Q4 | $225K | Buy |
+579
| New | +$225K | 0.03% | 255 |
|