Claro 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 | $1.11M | Sell |
2,391
-1,225
| -34% | -$567K | 0.18% | 106 |
|
|
2025
Q1 | $1.62M | Sell |
3,616
-308
| -8% | -$138K | 0.22% | 86 |
|
|
2024
Q4 | $1.91M | Sell |
3,924
-363
| -8% | -$176K | 0.26% | 70 |
|
|
2024
Q3 | $2.51M | Buy |
4,287
+287
| +7% | +$168K | 0.32% | 58 |
|
|
2024
Q2 | $1.87M | Buy |
4,000
+142
| +4% | +$66.3K | 0.29% | 66 |
|
|
2024
Q1 | $1.76M | Buy |
3,858
+168
| +5% | +$76.4K | 0.3% | 61 |
|
|
2023
Q4 | $1.67M | Buy |
3,690
+89
| +2% | +$40.3K | 0.36% | 50 |
|
|
2023
Q3 | $1.47M | Buy |
3,601
+136
| +4% | +$55.6K | 0.37% | 58 |
|
|
2023
Q2 | $1.6M | Buy |
3,465
+171
| +5% | +$78.7K | 0.4% | 53 |
|
|
2023
Q1 | $1.56M | Buy |
3,294
+100
| +3% | +$47.3K | 0.46% | 46 |
|
|
2022
Q4 | $1.55M | Buy |
3,194
+396
| +14% | +$193K | 0.51% | 46 |
|
|
2022
Q3 | $1.2M | Hold |
2,798
| – | – | 0.48% | 46 |
|
|
2022
Q2 | $1.2M | Buy |
2,798
+295
| +12% | +$127K | 0.48% | 46 |
|
|
2022
Q1 | $890K | Hold |
2,503
| – | – | 0.32% | 79 |
|
|
2021
Q4 | $890K | Sell |
2,503
-368
| -13% | -$131K | 0.32% | 79 |
|
|
2021
Q3 | $991K | Buy |
2,871
+153
| +6% | +$52.8K | 0.42% | 56 |
|
|
2021
Q2 | $1.03M | Buy |
2,718
+108
| +4% | +$40.8K | 0.46% | 52 |
|
|
2021
Q1 | $964K | Buy |
2,610
+215
| +9% | +$79.4K | 0.49% | 54 |
|
|
2020
Q4 | $850K | Buy |
2,395
+82
| +4% | +$29.1K | 0.45% | 65 |
|
|
2020
Q3 | $886K | Buy |
2,313
+133
| +6% | +$50.9K | 0.56% | 40 |
|
|
2020
Q2 | $796K | Buy |
2,180
+280
| +15% | +$102K | 0.55% | 47 |
|
|
2020
Q1 | $644K | Sell |
1,900
-370
| -16% | -$125K | 0.6% | 44 |
|
|
2019
Q4 | $884K | Buy |
2,270
+16
| +0.7% | +$6.23K | 0.68% | 37 |
|
|
2019
Q3 | $879K | Sell |
2,254
-26
| -1% | -$10.1K | 0.78% | 35 |
|
|
2019
Q2 | $829K | Sell |
2,280
-46
| -2% | -$16.7K | 0.77% | 36 |
|
|
2019
Q1 | $698K | Buy |
2,326
+648
| +39% | +$194K | 0.69% | 40 |
|
|
2018
Q4 | $581K | Buy |
+1,678
| New | +$581K | 0.47% | 48 |
|