Capstone Financial Advisors’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 | $328K | Buy |
708
+169
| +31% | +$78.3K | 0.02% | 117 |
|
|
2025
Q1 | $241K | Buy |
539
+8
| +2% | +$3.57K | 0.02% | 125 |
|
|
2024
Q4 | $258K | Sell |
531
-46
| -8% | -$22.3K | 0.02% | 123 |
|
|
2024
Q3 | $338K | Buy |
+577
| New | +$338K | 0.02% | 109 |
|
|
2024
Q1 | – | Sell |
-510
| Closed | -$231K | – | 154 |
|
|
2023
Q4 | $231K | Hold |
510
| – | – | 0.02% | 122 |
|
|
2023
Q3 | $209K | Sell |
510
-2
| -0.4% | -$818 | 0.02% | 123 |
|
|
2023
Q2 | $235K | Sell |
512
-7
| -1% | -$3.22K | 0.02% | 113 |
|
|
2023
Q1 | $246K | Buy |
519
+7
| +1% | +$3.31K | 0.02% | 110 |
|
|
2022
Q4 | $249K | Buy |
+512
| New | +$249K | 0.02% | 109 |
|