Capital Square’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 | $712K | Buy |
1,524
+50
| +3% | +$23.4K | 0.38% | 80 |
|
|
2025
Q1 | $658K | Sell |
1,474
-16
| -1% | -$7.15K | 0.39% | 79 |
|
|
2024
Q4 | $740K | Buy |
1,490
+13
| +0.9% | +$6.46K | 0.42% | 79 |
|
|
2024
Q3 | $863K | Buy |
1,477
+26
| +2% | +$15.2K | 0.52% | 60 |
|
|
2024
Q2 | $689K | Buy |
1,451
+18
| +1% | +$8.54K | 0.45% | 71 |
|
|
2024
Q1 | $652K | Sell |
1,433
-5
| -0.3% | -$2.27K | 0.46% | 69 |
|
|
2023
Q4 | $652K | Hold |
1,438
| – | – | 0.74% | 40 |
|
|
2023
Q3 | $641K | Buy |
1,438
+4
| +0.3% | +$1.78K | 0.86% | 38 |
|
|
2023
Q2 | $660K | Buy |
1,434
+40
| +3% | +$18.4K | 0.61% | 54 |
|
|
2023
Q1 | $683K | Hold |
1,394
| – | – | 0.63% | 54 |
|
|
2022
Q4 | $678K | Sell |
1,394
-25
| -2% | -$12.2K | 0.61% | 54 |
|
|
2022
Q3 | $548K | Buy |
1,419
+118
| +9% | +$45.6K | 0.5% | 59 |
|
|
2022
Q2 | $559K | Hold |
1,301
| – | – | 0.46% | 62 |
|
|
2022
Q1 | $574K | Hold |
1,301
| – | – | 0.41% | 73 |
|
|
2021
Q4 | $465K | Hold |
1,301
| – | – | 0.32% | 91 |
|
|
2021
Q3 | $452K | Hold |
1,301
| – | – | 0.32% | 91 |
|
|
2021
Q2 | $495K | Sell |
1,301
-173
| -12% | -$65.8K | 0.37% | 84 |
|
|
2021
Q1 | $569K | Sell |
1,474
-161
| -10% | -$62.2K | 0.42% | 75 |
|
|
2020
Q4 | $580K | Sell |
1,635
-41
| -2% | -$14.5K | 0.49% | 65 |
|
|
2020
Q3 | $642K | Hold |
1,676
| – | – | 0.67% | 50 |
|
|
2020
Q2 | $611K | Sell |
1,676
-2
| -0.1% | -$729 | 0.65% | 49 |
|
|
2020
Q1 | $569K | Hold |
1,678
| – | – | 0.66% | 40 |
|
|
2019
Q4 | $653K | Buy |
+1,678
| New | +$653K | 0.62% | 44 |
|