Cohen Investment 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
$531K Sell
1,147
-51
-4% -$23.6K 0.28% 52
2025
Q1
$535K Buy
1,198
+12
+1% +$5.36K 0.31% 53
2024
Q4
$576K Buy
1,186
+17
+1% +$8.26K 0.35% 50
2024
Q3
$683K Sell
1,169
-302
-21% -$177K 0.42% 44
2024
Q2
$602K Buy
1,471
+136
+10% +$55.6K 0.48% 43
2024
Q1
$607K Sell
1,335
-39
-3% -$17.7K 0.39% 48
2023
Q4
$623K Sell
1,374
-97
-7% -$44K 0.46% 45
2023
Q3
$602K Sell
1,471
-70
-5% -$28.6K 0.48% 43
2023
Q2
$709K Sell
1,541
-3
-0.2% -$1.38K 0.57% 42
2023
Q1
$730K Sell
1,544
-4
-0.3% -$1.89K 0.58% 43
2022
Q4
$753K Buy
1,548
+53
+4% +$25.8K 0.63% 41
2022
Q3
$578K Sell
1,495
-21
-1% -$8.12K 0.53% 43
2022
Q2
$652K Sell
1,516
-5
-0.3% -$2.15K 0.56% 42
2022
Q1
$671K Buy
1,521
+15
+1% +$6.62K 0.5% 44
2021
Q4
$535K Buy
1,506
+12
+0.8% +$4.26K 0.38% 51
2021
Q3
$516K Buy
1,494
+7
+0.5% +$2.42K 0.4% 50
2021
Q2
$563K Buy
1,487
+7
+0.5% +$2.65K 0.44% 44
2021
Q1
$547K Sell
1,480
-13
-0.9% -$4.81K 0.44% 45
2020
Q4
$530K Buy
+1,493
New +$530K 0.48% 43