Capital Advisors Wealth Management’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 | $793K | Buy |
1,712
+192
| +13% | +$88.9K | 0.12% | 84 |
|
|
2025
Q1 | $679K | Buy |
1,520
+87
| +6% | +$38.9K | 0.12% | 85 |
|
|
2024
Q4 | $696K | Buy |
1,433
+48
| +3% | +$23.3K | 0.12% | 79 |
|
|
2024
Q3 | $809K | Buy |
1,385
+5
| +0.4% | +$2.92K | 0.15% | 74 |
|
|
2024
Q2 | $645K | Buy |
1,380
+344
| +33% | +$161K | 0.13% | 74 |
|
|
2024
Q1 | $471K | Sell |
1,036
-146
| -12% | -$66.4K | 0.1% | 88 |
|
|
2023
Q4 | $536K | Sell |
1,182
-40
| -3% | -$18.1K | 0.12% | 79 |
|
|
2023
Q3 | $500K | Buy |
1,222
+148
| +14% | +$60.5K | 0.13% | 79 |
|
|
2023
Q2 | $494K | Buy |
1,074
+44
| +4% | +$20.3K | 0.13% | 82 |
|
|
2023
Q1 | $487K | Sell |
1,030
-8
| -0.8% | -$3.78K | 0.13% | 78 |
|
|
2022
Q4 | $505K | Sell |
1,038
-84
| -7% | -$40.9K | 0.15% | 69 |
|
|
2022
Q3 | $433K | Buy |
1,122
+355
| +46% | +$137K | 0.14% | 76 |
|
|
2022
Q2 | $330K | Buy |
767
+141
| +23% | +$60.7K | 0.11% | 84 |
|
|
2022
Q1 | $277K | Buy |
+626
| New | +$277K | 0.08% | 97 |
|
|
2021
Q3 | – | Sell |
-590
| Closed | -$223K | – | 103 |
|
|
2021
Q2 | $223K | Buy |
+590
| New | +$223K | 0.08% | 87 |
|