Cypress Financial Planning’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 | $1.9M | Buy |
4,095
+33
| +0.8% | +$15.3K | 0.62% | 18 |
|
|
2025
Q1 | $1.81M | Buy |
4,062
+3
| +0.1% | +$1.34K | 0.65% | 20 |
|
|
2024
Q4 | $1.97M | Buy |
4,059
+168
| +4% | +$81.6K | 0.72% | 18 |
|
|
2024
Q3 | $2.27M | Buy |
3,891
+882
| +29% | +$516K | 0.84% | 17 |
|
|
2024
Q2 | $1.41M | Buy |
3,009
+1,138
| +61% | +$532K | 0.58% | 20 |
|
|
2024
Q1 | $851K | Buy |
1,871
+190
| +11% | +$86.4K | 0.39% | 24 |
|
|
2023
Q4 | $770K | Buy |
1,681
+322
| +24% | +$147K | 0.7% | 16 |
|
|
2023
Q3 | $556K | Buy |
1,359
+45
| +3% | +$18.4K | 0.32% | 27 |
|
|
2023
Q2 | $608K | Hold |
1,314
| – | – | 0.34% | 26 |
|
|
2023
Q1 | $639K | Sell |
1,314
-16
| -1% | -$7.79K | 0.39% | 25 |
|
|
2022
Q4 | $635K | Sell |
1,330
-266
| -17% | -$127K | 0.42% | 24 |
|
|
2022
Q3 | $617K | Buy |
1,596
+125
| +8% | +$48.3K | 0.44% | 23 |
|
|
2022
Q2 | $632K | Buy |
+1,471
| New | +$632K | 0.43% | 25 |
|