Clearstead Trust’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 | $401K | Buy |
867
+127
| +17% | +$58.8K | 0.08% | 121 |
|
|
2025
Q1 | $331K | Sell |
740
-17
| -2% | -$7.6K | 0.07% | 118 |
|
|
2024
Q4 | $368K | Buy |
757
+727
| +2,423% | +$353K | 0.08% | 112 |
|
|
2024
Q3 | $17.5K | Hold |
30
| – | – | ﹤0.01% | 317 |
|
|
2024
Q2 | $14K | Hold |
30
| – | – | ﹤0.01% | 335 |
|
|
2024
Q1 | $13.6K | Hold |
30
| – | – | ﹤0.01% | 338 |
|
|
2023
Q4 | $13.6K | Hold |
30
| – | – | ﹤0.01% | 324 |
|
|
2023
Q3 | $12.3K | Hold |
30
| – | – | ﹤0.01% | 331 |
|
|
2023
Q2 | $13.8K | Hold |
30
| – | – | ﹤0.01% | 295 |
|
|
2023
Q1 | $14.2K | Sell |
30
-261
| -90% | -$123K | ﹤0.01% | 285 |
|
|
2022
Q4 | $142K | Buy |
291
+231
| +385% | +$113K | 0.05% | 162 |
|
|
2022
Q3 | $23K | Buy |
+60
| New | +$23K | 0.01% | 250 |
|
|
2021
Q1 | – | Sell |
-25
| Closed | -$9K | – | 137 |
|
|
2020
Q4 | $9K | Hold |
25
| – | – | 0.01% | 157 |
|
|
2020
Q3 | $10K | Buy |
+25
| New | +$10K | 0.01% | 136 |
|