Crewe 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 | $202K | Buy |
437
+22
| +5% | +$10.2K | 0.03% | 150 |
|
|
2025
Q1 | $185K | Sell |
415
-4
| -1% | -$1.79K | 0.03% | 144 |
|
|
2024
Q4 | $204K | Sell |
419
-96
| -19% | -$46.7K | 0.03% | 143 |
|
|
2024
Q3 | $301K | Buy |
515
+22
| +4% | +$12.9K | 0.03% | 115 |
|
|
2024
Q2 | $230K | Sell |
493
-49
| -9% | -$22.9K | 0.03% | 164 |
|
|
2024
Q1 | $247K | Buy |
+542
| New | +$247K | 0.03% | 151 |
|
|
2023
Q3 | – | Sell |
-499
| Closed | -$230K | – | 773 |
|
|
2023
Q2 | $230K | Buy |
499
+45
| +10% | +$20.7K | 0.03% | 127 |
|
|
2023
Q1 | $215K | Sell |
454
-4
| -0.9% | -$1.89K | 0.03% | 148 |
|
|
2022
Q4 | $223K | Sell |
458
-114
| -20% | -$55.5K | 0.04% | 139 |
|
|
2022
Q3 | $221K | Buy |
572
+23
| +4% | +$8.89K | 0.04% | 132 |
|
|
2022
Q2 | $236K | Buy |
549
+51
| +10% | +$21.9K | 0.05% | 114 |
|
|
2022
Q1 | $220K | Buy |
498
+230
| +86% | +$102K | 0.04% | 106 |
|
|
2021
Q4 | $95K | Buy |
268
+66
| +33% | +$23.4K | 0.02% | 141 |
|
|
2021
Q3 | $70K | Hold |
202
| – | – | 0.02% | 129 |
|
|
2021
Q2 | $76K | Buy |
202
+26
| +15% | +$9.78K | 0.02% | 127 |
|
|
2021
Q1 | $65K | Hold |
176
| – | – | 0.02% | 133 |
|
|
2020
Q4 | $62K | Sell |
176
-25
| -12% | -$8.81K | 0.02% | 124 |
|
|
2020
Q3 | $77K | Buy |
201
+67
| +50% | +$25.7K | 0.04% | 98 |
|
|
2020
Q2 | $49K | Hold |
134
| – | – | 0.02% | 106 |
|
|
2020
Q1 | $45K | Hold |
134
| – | – | 0.03% | 97 |
|
|
2019
Q4 | $52K | Hold |
134
| – | – | 0.02% | 111 |
|
|
2019
Q3 | $52K | Hold |
134
| – | – | 0.02% | 117 |
|
|
2019
Q2 | $49K | Hold |
134
| – | – | 0.02% | 144 |
|
|
2019
Q1 | $40K | Hold |
134
| – | – | 0.01% | 130 |
|
|
2018
Q4 | $35K | Hold |
134
| – | – | 0.01% | 133 |
|
|
2018
Q3 | $46K | Hold |
134
| – | – | 0.04% | 128 |
|
|
2018
Q2 | $40K | Sell |
134
-9
| -6% | -$2.69K | 0.04% | 136 |
|
|
2018
Q1 | $48K | Hold |
143
| – | – | 0.05% | 118 |
|
|
2017
Q4 | $46K | Buy |
+143
| New | +$46K | 0.05% | 127 |
|