Cypress Wealth Services’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-753
| Closed | -$440K | – | 294 |
|
|
2024
Q3 | $440K | Buy |
+753
| New | +$440K | 0.09% | 163 |
|
|
2024
Q2 | – | Sell |
-674
| Closed | -$307K | – | 268 |
|
|
2024
Q1 | $307K | Sell |
674
-75
| -10% | -$34.1K | 0.07% | 195 |
|
|
2023
Q4 | $339K | Sell |
749
-27
| -3% | -$12.2K | 0.08% | 178 |
|
|
2023
Q3 | $317K | Buy |
776
+2
| +0.3% | +$818 | 0.09% | 179 |
|
|
2023
Q2 | $364K | Buy |
774
+72
| +10% | +$33.8K | 0.1% | 168 |
|
|
2023
Q1 | $332K | Sell |
702
-300
| -30% | -$142K | 0.1% | 170 |
|
|
2022
Q4 | $487K | Sell |
1,002
-477
| -32% | -$232K | 0.16% | 121 |
|
|
2022
Q3 | $597K | Sell |
1,479
-134
| -8% | -$54.1K | 0.2% | 96 |
|
|
2022
Q2 | $694K | Buy |
1,613
+426
| +36% | +$183K | 0.22% | 86 |
|
|
2022
Q1 | $524K | Buy |
1,187
+160
| +16% | +$70.6K | 0.14% | 116 |
|
|
2021
Q4 | $365K | Sell |
1,027
-85
| -8% | -$30.2K | 0.1% | 151 |
|
|
2021
Q3 | $384K | Sell |
1,112
-57
| -5% | -$19.7K | 0.12% | 141 |
|
|
2021
Q2 | $442K | Buy |
1,169
+112
| +11% | +$42.3K | 0.12% | 152 |
|
|
2021
Q1 | $390K | Buy |
1,057
+203
| +24% | +$74.9K | 0.08% | 182 |
|
|
2020
Q4 | $303K | Buy |
+854
| New | +$303K | 0.07% | 203 |
|
|
2020
Q1 | – | Sell |
-528
| Closed | -$205K | – | 262 |
|
|
2019
Q4 | $205K | Buy |
528
+2
| +0.4% | +$777 | 0.05% | 240 |
|
|
2019
Q3 | $205K | Buy |
+526
| New | +$205K | 0.06% | 235 |
|