Cape Investment Advisory’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 | $11.7K | Sell |
25
-6
| -19% | -$2.81K | ﹤0.01% | 609 |
|
|
2025
Q1 | $13.7K | Hold |
31
| – | – | 0.01% | 545 |
|
|
2024
Q4 | $15.3K | Sell |
31
-47
| -60% | -$23.2K | 0.01% | 516 |
|
|
2024
Q3 | $45.7K | Sell |
78
-23
| -23% | -$13.5K | 0.02% | 333 |
|
|
2024
Q2 | $47.2K | Sell |
101
-158
| -61% | -$73.8K | 0.02% | 302 |
|
|
2024
Q1 | $118K | Sell |
259
-7
| -3% | -$3.19K | 0.06% | 199 |
|
|
2023
Q4 | $121K | Sell |
266
-63
| -19% | -$28.6K | 0.06% | 198 |
|
|
2023
Q3 | $134K | Buy |
329
+17
| +5% | +$6.94K | 0.08% | 181 |
|
|
2023
Q2 | $144K | Sell |
312
-16
| -5% | -$7.37K | 0.08% | 170 |
|
|
2023
Q1 | $155K | Buy |
+328
| New | +$155K | 0.09% | 148 |
|