CA
Clearstead Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.18M | Sell |
13,352
-64
| -0.5% | -$29.6K | 0.09% | 169 |
|
|
2025
Q1 | $5.99M | Buy |
13,416
+454
| +4% | +$203K | 0.09% | 157 |
|
|
2024
Q4 | $6.3M | Sell |
12,962
-178
| -1% | -$86.5K | 0.1% | 158 |
|
|
2024
Q3 | $7.68M | Buy |
13,140
+249
| +2% | +$146K | 0.12% | 145 |
|
|
2024
Q2 | $6.02M | Buy |
12,891
+7,627
| +145% | +$3.56M | 0.1% | 158 |
|
|
2024
Q1 | $2.48M | Buy |
5,264
+40
| +0.8% | +$18.8K | 0.12% | 135 |
|
|
2023
Q4 | $2.37M | Sell |
5,224
-5,102
| -49% | -$2.31M | 0.13% | 137 |
|
|
2023
Q3 | $4.22M | Buy |
10,326
+5,464
| +112% | +$2.23M | 0.12% | 137 |
|
|
2023
Q2 | $2.24M | Sell |
4,862
-293
| -6% | -$135K | 0.14% | 129 |
|
|
2023
Q1 | $2.44M | Buy |
5,155
+53
| +1% | +$25.1K | 0.18% | 101 |
|
|
2022
Q4 | $2.48M | Buy |
5,102
+553
| +12% | +$269K | 0.19% | 98 |
|
|
2022
Q3 | $1.76M | Buy |
4,549
+94
| +2% | +$36.3K | 0.16% | 116 |
|
|
2022
Q2 | $1.92M | Sell |
4,455
-213
| -5% | -$91.6K | 0.15% | 120 |
|
|
2022
Q1 | $2.06M | Buy |
4,668
+286
| +7% | +$126K | 0.14% | 123 |
|
|
2021
Q4 | $1.56M | Sell |
4,382
-460
| -10% | -$163K | 0.11% | 146 |
|
|
2021
Q3 | $1.67M | Buy |
4,842
+276
| +6% | +$95.2K | 0.12% | 125 |
|
|
2021
Q2 | $1.73M | Buy |
4,566
+509
| +13% | +$193K | 0.13% | 121 |
|
|
2021
Q1 | $1.5M | Buy |
4,057
+83
| +2% | +$30.7K | 0.12% | 128 |
|
|
2020
Q4 | $1.41M | Sell |
3,974
-264
| -6% | -$93.7K | 0.13% | 124 |
|
|
2020
Q3 | $1.62M | Sell |
4,238
-664
| -14% | -$254K | 0.17% | 101 |
|
|
2020
Q2 | $1.79M | Buy |
4,902
+536
| +12% | +$196K | 0.21% | 91 |
|
|
2020
Q1 | $1.48M | Sell |
4,366
-131
| -3% | -$44.4K | 0.22% | 88 |
|
|
2019
Q4 | $1.75M | Sell |
4,497
-68
| -1% | -$26.5K | 0.21% | 93 |
|
|
2019
Q3 | $1.78M | Sell |
4,565
-8
| -0.2% | -$3.12K | 0.24% | 84 |
|
|
2019
Q2 | $1.66M | Buy |
4,573
+931
| +26% | +$338K | 0.22% | 90 |
|
|
2019
Q1 | $1.09M | Buy |
3,642
+352
| +11% | +$106K | 0.15% | 110 |
|
|
2018
Q4 | $861K | Buy |
3,290
+1,597
| +94% | +$418K | 0.13% | 125 |
|
|
2018
Q3 | $586K | Buy |
1,693
+125
| +8% | +$43.3K | 0.08% | 137 |
|
|
2018
Q2 | $463K | Buy |
1,568
+29
| +2% | +$8.56K | 0.07% | 150 |
|
|
2018
Q1 | $520K | Hold |
1,539
| – | – | 0.08% | 134 |
|
|
2017
Q4 | $494K | Hold |
1,539
| – | – | 0.07% | 142 |
|
|
2017
Q3 | $478K | Sell |
1,539
-512
| -25% | -$159K | 0.06% | 158 |
|
|
2017
Q2 | $570K | Buy |
2,051
+517
| +34% | +$144K | 0.08% | 139 |
|
|
2017
Q1 | $410K | Hold |
1,534
| – | – | 0.06% | 154 |
|
|
2016
Q4 | $383K | Buy |
+1,534
| New | +$383K | 0.06% | 146 |
|