CreativeOne Wealth’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 | $2.69M | Buy |
5,805
+918
| +19% | +$425K | 0.07% | 267 |
|
|
2025
Q1 | $2.18M | Sell |
4,887
-3,836
| -44% | -$1.71M | 0.07% | 279 |
|
|
2024
Q4 | $4.24M | Sell |
8,723
-1,461
| -14% | -$710K | 0.13% | 147 |
|
|
2024
Q3 | $5.95M | Buy |
10,184
+1,620
| +19% | +$947K | 0.2% | 101 |
|
|
2024
Q2 | $4M | Sell |
8,564
-730
| -8% | -$341K | 0.2% | 105 |
|
|
2024
Q1 | $4.23M | Buy |
9,294
+2,529
| +37% | +$1.15M | 0.17% | 122 |
|
|
2023
Q4 | $3.07M | Sell |
6,765
-801
| -11% | -$363K | 0.2% | 102 |
|
|
2023
Q3 | $3.09M | Buy |
7,566
+835
| +12% | +$341K | 0.22% | 89 |
|
|
2023
Q2 | $3.1M | Buy |
6,731
+1,970
| +41% | +$907K | 0.14% | 123 |
|
|
2023
Q1 | $2.25M | Buy |
4,761
+410
| +9% | +$194K | 0.11% | 161 |
|
|
2022
Q4 | $2.12M | Buy |
4,351
+345
| +9% | +$168K | 0.12% | 154 |
|
|
2022
Q3 | $1.55M | Buy |
4,006
+1,678
| +72% | +$648K | 0.09% | 189 |
|
|
2022
Q2 | $1M | Sell |
2,328
-1,613
| -41% | -$694K | 0.05% | 260 |
|
|
2022
Q1 | $1.74M | Buy |
3,941
+2,402
| +156% | +$1.06M | 0.09% | 188 |
|
|
2021
Q4 | $547K | Buy |
1,539
+184
| +14% | +$65.4K | 0.03% | 433 |
|
|
2021
Q3 | $467K | Sell |
1,355
-56
| -4% | -$19.3K | 0.03% | 418 |
|
|
2021
Q2 | $533K | Buy |
1,411
+238
| +20% | +$89.9K | 0.03% | 369 |
|
|
2021
Q1 | $433K | Sell |
1,173
-935
| -44% | -$345K | 0.03% | 359 |
|
|
2020
Q4 | $748K | Buy |
2,108
+1,106
| +110% | +$392K | 0.06% | 230 |
|
|
2020
Q3 | $384K | Buy |
1,002
+339
| +51% | +$130K | 0.05% | 183 |
|
|
2020
Q2 | $242K | Sell |
663
-377
| -36% | -$138K | 0.04% | 214 |
|
|
2020
Q1 | $352K | Sell |
1,040
-35
| -3% | -$11.8K | 0.07% | 136 |
|
|
2019
Q4 | $419K | Buy |
+1,075
| New | +$419K | 0.07% | 120 |
|
|
2019
Q3 | – | Sell |
-909
| Closed | -$331K | – | 185 |
|
|
2019
Q2 | $331K | Buy |
+909
| New | +$331K | 0.07% | 117 |
|