Coastal Bridge 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 | $5.31M | Sell |
11,475
-35
| -0.3% | -$16.2K | 0.44% | 54 |
|
|
2025
Q1 | $5.14M | Buy |
+11,510
| New | +$5.14M | 1.27% | 17 |
|
|
2022
Q4 | – | Sell |
-961
| Closed | -$371K | – | 184 |
|
|
2022
Q3 | $371K | Buy |
+961
| New | +$371K | 0.1% | 103 |
|
|
2018
Q4 | – | Sell |
-679
| Closed | -$235K | – | 137 |
|
|
2018
Q3 | $235K | Hold |
679
| – | – | 0.09% | 111 |
|
|
2018
Q2 | $201K | Hold |
679
| – | – | 0.08% | 122 |
|
|
2018
Q1 | $229K | Hold |
679
| – | – | 0.08% | 108 |
|
|
2017
Q4 | $216K | Hold |
679
| – | – | 0.07% | 113 |
|
|
2017
Q3 | $211K | Buy |
+679
| New | +$211K | 0.07% | 108 |
|