CarsonAllaria 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 | $1.85K | Hold |
4
| – | – | ﹤0.01% | 326 |
|
|
2025
Q1 | $1.79K | Sell |
4
-12
| -75% | -$5.36K | ﹤0.01% | 329 |
|
|
2024
Q4 | $7.89K | Sell |
16
-2
| -11% | -$986 | ﹤0.01% | 263 |
|
|
2024
Q3 | $11.1K | Hold |
18
| – | – | 0.01% | 252 |
|
|
2024
Q2 | $8.81K | Sell |
18
-153
| -89% | -$74.9K | 0.01% | 261 |
|
|
2024
Q1 | $78.1K | Sell |
171
-38
| -18% | -$17.4K | 0.05% | 114 |
|
|
2023
Q4 | $95.1K | Sell |
209
-5
| -2% | -$2.28K | 0.07% | 90 |
|
|
2023
Q3 | $87.9K | Sell |
214
-427
| -67% | -$175K | 0.07% | 93 |
|
|
2023
Q2 | $295K | Buy |
641
+2
| +0.3% | +$921 | 0.23% | 53 |
|
|
2023
Q1 | $302K | Sell |
639
-2
| -0.3% | -$947 | 0.25% | 46 |
|
|
2022
Q4 | $312K | Buy |
641
+2
| +0.3% | +$973 | 0.27% | 45 |
|
|
2022
Q3 | $247K | Hold |
639
| – | – | 0.23% | 53 |
|
|
2022
Q2 | $275K | Sell |
639
-20
| -3% | -$8.61K | 0.26% | 51 |
|
|
2022
Q1 | $291K | Sell |
659
-3
| -0.5% | -$1.33K | 0.26% | 50 |
|
|
2021
Q4 | $236K | Buy |
+662
| New | +$236K | 0.21% | 56 |
|