CPC
Consolidated Planning Corp’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-575
| Closed | -$257K | – | 193 |
|
|
2025
Q1 | $257K | Sell |
575
-38
| -6% | -$17K | 0.04% | 164 |
|
|
2024
Q4 | $298K | Buy |
613
+31
| +5% | +$15.1K | 0.04% | 165 |
|
|
2024
Q3 | $340K | Sell |
582
-26
| -4% | -$15.2K | 0.05% | 154 |
|
|
2024
Q2 | $284K | Buy |
608
+1
| +0.2% | +$467 | 0.05% | 149 |
|
|
2024
Q1 | $276K | Sell |
607
-45
| -7% | -$20.5K | 0.05% | 148 |
|
|
2023
Q4 | $295K | Sell |
652
-177
| -21% | -$80.2K | 0.06% | 123 |
|
|
2023
Q3 | $339K | Sell |
829
-213
| -20% | -$87.1K | 0.08% | 117 |
|
|
2023
Q2 | $480K | Buy |
1,042
+419
| +67% | +$193K | 0.1% | 114 |
|
|
2023
Q1 | $295K | Sell |
623
-84
| -12% | -$39.7K | 0.08% | 100 |
|
|
2022
Q4 | $344K | Buy |
707
+84
| +13% | +$40.9K | 0.1% | 93 |
|
|
2022
Q3 | $241K | Hold |
623
| – | – | 0.08% | 100 |
|
|
2022
Q2 | $268K | Buy |
623
+34
| +6% | +$14.6K | 0.08% | 102 |
|
|
2022
Q1 | $260K | Hold |
589
| – | – | 0.18% | 45 |
|
|
2021
Q4 | $209K | Hold |
589
| – | – | 0.13% | 62 |
|
|
2021
Q3 | $203K | Hold |
589
| – | – | 0.13% | 62 |
|
|
2021
Q2 | $222K | Hold |
589
| – | – | 0.16% | 50 |
|
|
2021
Q1 | $217K | Sell |
589
-17
| -3% | -$6.26K | 0.14% | 49 |
|
|
2020
Q4 | $215K | Buy |
606
+17
| +3% | +$6.03K | 0.14% | 50 |
|
|
2020
Q3 | $225K | Hold |
589
| – | – | 0.17% | 42 |
|
|
2020
Q2 | $214K | Hold |
589
| – | – | 0.21% | 39 |
|
|
2020
Q1 | $200K | Hold |
589
| – | – | 0.25% | 37 |
|
|
2019
Q4 | $229K | Buy |
+589
| New | +$229K | 0.23% | 39 |
|