Curtis Advisory Group’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 | $875K | Buy |
1,890
+950
| +101% | +$440K | 0.22% | 54 |
|
|
2025
Q1 | $420K | Sell |
940
-10
| -1% | -$4.47K | 0.12% | 75 |
|
|
2024
Q4 | $462K | Hold |
950
| – | – | 0.12% | 69 |
|
|
2024
Q3 | $555K | Hold |
950
| – | – | 0.16% | 62 |
|
|
2024
Q2 | $444K | Sell |
950
-7
| -0.7% | -$3.27K | 0.16% | 65 |
|
|
2024
Q1 | $435K | Sell |
957
-200
| -17% | -$91K | 0.17% | 67 |
|
|
2023
Q4 | $524K | Hold |
1,157
| – | – | 0.24% | 56 |
|
|
2023
Q3 | $473K | Sell |
1,157
-273
| -19% | -$112K | 0.16% | 61 |
|
|
2023
Q2 | $658K | Buy |
1,430
+130
| +10% | +$59.8K | 0.21% | 45 |
|
|
2023
Q1 | $615K | Sell |
1,300
-60
| -4% | -$28.4K | 0.22% | 48 |
|
|
2022
Q4 | $662K | Sell |
1,360
-75
| -5% | -$36.5K | 0.26% | 42 |
|
|
2022
Q3 | $554K | Hold |
1,435
| – | – | 0.23% | 47 |
|
|
2022
Q2 | $617K | Hold |
1,435
| – | – | 0.24% | 47 |
|
|
2022
Q1 | $633K | Hold |
1,435
| – | – | 0.21% | 48 |
|
|
2021
Q4 | $510K | Sell |
1,435
-80
| -5% | -$28.4K | 0.17% | 52 |
|
|
2021
Q3 | $523K | Sell |
1,515
-95
| -6% | -$32.8K | 0.19% | 48 |
|
|
2021
Q2 | $609K | Sell |
1,610
-40
| -2% | -$15.1K | 0.26% | 46 |
|
|
2021
Q1 | $610K | Buy |
1,650
+605
| +58% | +$224K | 0.27% | 43 |
|
|
2020
Q4 | $371K | Hold |
1,045
| – | – | 0.18% | 46 |
|
|
2020
Q3 | $401K | Sell |
1,045
-100
| -9% | -$38.4K | 0.24% | 42 |
|
|
2020
Q2 | $418K | Hold |
1,145
| – | – | 0.3% | 41 |
|
|
2020
Q1 | $388K | Buy |
1,145
+10
| +0.9% | +$3.39K | 0.26% | 33 |
|
|
2019
Q4 | $442K | Buy |
+1,135
| New | +$442K | 0.25% | 34 |
|