CAL
Capital Advisors Ltd’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Buy |
1,030
+11
| +1% | +$5.09K | 0.06% | 166 |
|
|
2025
Q1 | $455K | Sell |
1,019
-82
| -7% | -$36.6K | 0.06% | 166 |
|
|
2024
Q4 | $535K | Buy |
1,101
+35
| +3% | +$17K | 0.07% | 151 |
|
|
2024
Q3 | $623K | Buy |
1,066
+15
| +1% | +$8.77K | 0.08% | 139 |
|
|
2024
Q2 | $491K | Buy |
1,051
+61
| +6% | +$28.5K | 0.06% | 154 |
|
|
2024
Q1 | $450K | Buy |
990
+20
| +2% | +$9.09K | 0.06% | 169 |
|
|
2023
Q4 | $439K | Buy |
970
+50
| +5% | +$22.6K | 0.06% | 166 |
|
|
2023
Q3 | $376K | Buy |
920
+1
| +0.1% | +$409 | 0.06% | 176 |
|
|
2023
Q2 | $423K | Buy |
919
+33
| +4% | +$15.2K | 0.06% | 170 |
|
|
2023
Q1 | $419K | Sell |
886
-451
| -34% | -$213K | 0.07% | 155 |
|
|
2022
Q4 | $650K | Buy |
1,337
+66
| +5% | +$32.1K | 0.11% | 113 |
|
|
2022
Q3 | $491K | Buy |
1,271
+37
| +3% | +$14.3K | 0.1% | 129 |
|
|
2022
Q2 | $531K | Buy |
1,234
+77
| +7% | +$33.1K | 0.1% | 123 |
|
|
2022
Q1 | $511K | Buy |
1,157
+209
| +22% | +$92.3K | 0.09% | 134 |
|
|
2021
Q4 | $337K | Buy |
948
+227
| +31% | +$80.7K | 0.05% | 177 |
|
|
2021
Q3 | $249K | Hold |
721
| – | – | 0.04% | 183 |
|
|
2021
Q2 | $273K | Buy |
721
+450
| +166% | +$170K | 0.05% | 162 |
|
|
2021
Q1 | $100K | Hold |
271
| – | – | 0.02% | 241 |
|
|
2020
Q4 | $96K | Hold |
271
| – | – | 0.02% | 227 |
|
|
2020
Q3 | $104K | Hold |
271
| – | – | 0.03% | 212 |
|
|
2020
Q2 | $99K | Hold |
271
| – | – | 0.03% | 217 |
|
|
2020
Q1 | $92K | Hold |
271
| – | – | 0.03% | 208 |
|
|
2019
Q4 | $106K | Hold |
271
| – | – | 0.03% | 200 |
|
|
2019
Q3 | $106K | Sell |
271
-110
| -29% | -$43K | 0.03% | 193 |
|
|
2019
Q2 | $139K | Buy |
381
+331
| +662% | +$121K | 0.04% | 177 |
|
|
2019
Q1 | $15K | Hold |
50
| – | – | ﹤0.01% | 349 |
|
|
2018
Q4 | $13K | Hold |
50
| – | – | ﹤0.01% | 360 |
|
|
2018
Q3 | $17K | Hold |
50
| – | – | ﹤0.01% | 377 |
|
|
2018
Q2 | $15K | Hold |
50
| – | – | ﹤0.01% | 305 |
|
|
2018
Q1 | $17K | Hold |
50
| – | – | 0.01% | 289 |
|
|
2017
Q4 | $16K | Hold |
50
| – | – | 0.01% | 295 |
|
|
2017
Q3 | $16K | Hold |
50
| – | – | 0.01% | 293 |
|
|
2017
Q2 | $14K | Hold |
50
| – | – | 0.01% | 306 |
|
|
2017
Q1 | $13K | Hold |
50
| – | – | 0.01% | 289 |
|
|
2016
Q4 | $12K | Hold |
50
| – | – | 0.01% | 284 |
|
|
2016
Q3 | $12K | Hold |
50
| – | – | 0.01% | 282 |
|
|
2016
Q2 | $12K | Hold |
50
| – | – | 0.01% | 266 |
|
|
2016
Q1 | $11K | Hold |
50
| – | – | 0.01% | 261 |
|
|
2015
Q4 | $11K | Hold |
50
| – | – | 0.01% | 255 |
|
|
2015
Q3 | $10K | Hold |
50
| – | – | 0.01% | 255 |
|
|
2015
Q2 | $9K | Buy |
+50
| New | +$9K | ﹤0.01% | 286 |
|