Cedar Brook Financial Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-913
| Closed | -$415K | – | 247 |
|
|
2024
Q1 | $415K | Buy |
913
+3
| +0.3% | +$1.36K | 0.08% | 238 |
|
|
2023
Q4 | $412K | Sell |
910
-25
| -3% | -$11.3K | 0.09% | 223 |
|
|
2023
Q3 | $382K | Sell |
935
-42
| -4% | -$17.2K | 0.1% | 209 |
|
|
2023
Q2 | $450K | Sell |
977
-33
| -3% | -$15.2K | 0.11% | 200 |
|
|
2023
Q1 | $477K | Sell |
1,010
-84
| -8% | -$39.7K | 0.12% | 190 |
|
|
2022
Q4 | $532K | Sell |
1,094
-59
| -5% | -$28.7K | 0.15% | 162 |
|
|
2022
Q3 | $445K | Buy |
1,153
+125
| +12% | +$48.3K | 0.14% | 180 |
|
|
2022
Q2 | $442K | Sell |
1,028
-26
| -2% | -$11.2K | 0.14% | 182 |
|
|
2022
Q1 | $465K | Buy |
1,054
+7
| +0.7% | +$3.09K | 0.12% | 192 |
|
|
2021
Q4 | $372K | Buy |
1,047
+33
| +3% | +$11.7K | 0.1% | 233 |
|
|
2021
Q3 | $350K | Sell |
1,014
-14
| -1% | -$4.83K | 0.11% | 218 |
|
|
2021
Q2 | $389K | Sell |
1,028
-82
| -7% | -$31K | 0.11% | 217 |
|
|
2021
Q1 | $410K | Sell |
1,110
-31
| -3% | -$11.5K | 0.14% | 175 |
|
|
2020
Q4 | $405K | Buy |
1,141
+53
| +5% | +$18.8K | 0.14% | 171 |
|
|
2020
Q3 | $417K | Sell |
1,088
-59
| -5% | -$22.6K | 0.16% | 158 |
|
|
2020
Q2 | $418K | Buy |
1,147
+30
| +3% | +$10.9K | 0.19% | 148 |
|
|
2020
Q1 | $379K | Sell |
1,117
-3
| -0.3% | -$1.02K | 0.21% | 143 |
|
|
2019
Q4 | $436K | Sell |
1,120
-16
| -1% | -$6.23K | 0.19% | 149 |
|
|
2019
Q3 | $443K | Buy |
1,136
+258
| +29% | +$101K | 0.2% | 156 |
|
|
2019
Q2 | $319K | Buy |
878
+2
| +0.2% | +$727 | 0.15% | 196 |
|
|
2019
Q1 | $263K | Sell |
876
-247
| -22% | -$74.2K | 0.13% | 219 |
|
|
2018
Q4 | $294K | Buy |
+1,123
| New | +$294K | 0.18% | 173 |
|