Calton & Associates’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 | $2.4M | Buy |
5,192
+859
| +20% | +$398K | 0.42% | 55 |
|
|
2025
Q1 | $1.94M | Buy |
4,333
+3,408
| +368% | +$1.52M | 0.44% | 51 |
|
|
2024
Q4 | $449K | Sell |
925
-1,830
| -66% | -$889K | 0.2% | 110 |
|
|
2024
Q3 | $1.61M | Buy |
2,755
+1,808
| +191% | +$1.06M | 0.62% | 40 |
|
|
2024
Q2 | $442K | Sell |
947
-47
| -5% | -$22K | 0.22% | 102 |
|
|
2024
Q1 | $452K | Sell |
994
-262
| -21% | -$119K | 0.22% | 100 |
|
|
2023
Q4 | $569K | Sell |
1,256
-813
| -39% | -$369K | 0.23% | 100 |
|
|
2023
Q3 | $846K | Buy |
2,069
+802
| +63% | +$328K | 1.24% | 20 |
|
|
2023
Q2 | $583K | Buy |
1,267
+193
| +18% | +$88.9K | 0.27% | 93 |
|
|
2023
Q1 | $508K | Sell |
1,074
-309
| -22% | -$146K | 0.24% | 97 |
|
|
2022
Q4 | $673K | Buy |
1,383
+273
| +25% | +$133K | 0.26% | 99 |
|
|
2022
Q3 | $429K | Buy |
1,110
+25
| +2% | +$9.66K | 0.25% | 104 |
|
|
2022
Q2 | $466K | Sell |
1,085
-75
| -6% | -$32.2K | 0.26% | 103 |
|
|
2022
Q1 | $512K | Sell |
1,160
-838
| -42% | -$370K | 0.15% | 160 |
|
|
2021
Q4 | $710K | Buy |
1,998
+88
| +5% | +$31.3K | 0.19% | 136 |
|
|
2021
Q3 | $659K | Sell |
1,910
-318
| -14% | -$110K | 0.14% | 169 |
|
|
2021
Q2 | $844K | Sell |
2,228
-125
| -5% | -$47.4K | 0.16% | 139 |
|
|
2021
Q1 | $870K | Buy |
2,353
+25
| +1% | +$9.24K | 0.17% | 120 |
|
|
2020
Q4 | $827K | Buy |
2,328
+48
| +2% | +$17.1K | 0.15% | 127 |
|
|
2020
Q3 | $874K | Buy |
2,280
+264
| +13% | +$101K | 0.18% | 102 |
|
|
2020
Q2 | $736K | Sell |
2,016
-27
| -1% | -$9.86K | 0.16% | 108 |
|
|
2020
Q1 | $693K | Sell |
2,043
-278
| -12% | -$94.3K | 0.17% | 109 |
|
|
2019
Q4 | $904K | Buy |
2,321
+75
| +3% | +$29.2K | 0.18% | 99 |
|
|
2019
Q3 | $876K | Buy |
2,246
+95
| +4% | +$37.1K | 0.19% | 93 |
|
|
2019
Q2 | $782K | Buy |
2,151
+112
| +5% | +$40.7K | 0.22% | 82 |
|
|
2019
Q1 | $612K | Buy |
2,039
+191
| +10% | +$57.3K | 0.19% | 106 |
|
|
2018
Q4 | $484K | Sell |
1,848
-215
| -10% | -$56.3K | 0.18% | 115 |
|
|
2018
Q3 | $714K | Sell |
2,063
-7
| -0.3% | -$2.42K | 0.21% | 85 |
|
|
2018
Q2 | $653K | Sell |
2,070
-680
| -25% | -$215K | 0.19% | 89 |
|
|
2018
Q1 | $929K | Sell |
2,750
-43
| -2% | -$14.5K | 0.27% | 80 |
|
|
2017
Q4 | $917K | Buy |
+2,793
| New | +$917K | 0.23% | 80 |
|