D.B. Root & Company’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 | $829K | Sell |
1,790
-163
| -8% | -$75.5K | 0.24% | 73 |
|
|
2025
Q1 | $873K | Sell |
1,953
-114
| -6% | -$50.9K | 0.28% | 62 |
|
|
2024
Q4 | $1M | Buy |
2,067
+55
| +3% | +$26.7K | 0.32% | 57 |
|
|
2024
Q3 | $1.18M | Sell |
2,012
-420
| -17% | -$246K | 0.39% | 49 |
|
|
2024
Q2 | $1.14M | Sell |
2,432
-1,034
| -30% | -$483K | 0.39% | 47 |
|
|
2024
Q1 | $1.58M | Buy |
3,466
+158
| +5% | +$71.9K | 0.53% | 40 |
|
|
2023
Q4 | $1.5M | Sell |
3,308
-49
| -1% | -$22.2K | 0.54% | 41 |
|
|
2023
Q3 | $1.37M | Buy |
3,357
+100
| +3% | +$40.9K | 0.54% | 42 |
|
|
2023
Q2 | $1.5M | Buy |
3,257
+23
| +0.7% | +$10.6K | 0.57% | 35 |
|
|
2023
Q1 | $1.53M | Buy |
3,234
+133
| +4% | +$62.9K | 0.6% | 35 |
|
|
2022
Q4 | $1.51M | Buy |
3,101
+42
| +1% | +$20.4K | 0.64% | 35 |
|
|
2022
Q3 | $1.18M | Sell |
3,059
-76
| -2% | -$29.3K | 0.54% | 46 |
|
|
2022
Q2 | $1.35M | Sell |
3,135
-45
| -1% | -$19.3K | 0.58% | 42 |
|
|
2022
Q1 | $1.4M | Buy |
3,180
+24
| +0.8% | +$10.6K | 0.52% | 43 |
|
|
2021
Q4 | $1.12M | Sell |
3,156
-15
| -0.5% | -$5.33K | 0.4% | 57 |
|
|
2021
Q3 | $1.09M | Buy |
3,171
+111
| +4% | +$38.3K | 0.43% | 53 |
|
|
2021
Q2 | $1.16M | Buy |
3,060
+36
| +1% | +$13.6K | 0.43% | 52 |
|
|
2021
Q1 | $1.12M | Buy |
3,024
+80
| +3% | +$29.6K | 0.44% | 51 |
|
|
2020
Q4 | $1.05M | Buy |
2,944
+5
| +0.2% | +$1.78K | 0.42% | 60 |
|
|
2020
Q3 | $1.13M | Sell |
2,939
-439
| -13% | -$168K | 0.45% | 51 |
|
|
2020
Q2 | $1.23M | Sell |
3,378
-29
| -0.9% | -$10.6K | 0.53% | 42 |
|
|
2020
Q1 | $1.15M | Buy |
3,407
+342
| +11% | +$116K | 0.58% | 39 |
|
|
2019
Q4 | $1.19M | Sell |
3,065
-110
| -3% | -$42.8K | 0.53% | 46 |
|
|
2019
Q3 | $1.24M | Buy |
3,175
+7
| +0.2% | +$2.73K | 0.58% | 39 |
|
|
2019
Q2 | $1.15M | Sell |
3,168
-325
| -9% | -$118K | 0.51% | 48 |
|
|
2019
Q1 | $1.05M | Buy |
3,493
+225
| +7% | +$67.5K | 0.45% | 62 |
|
|
2018
Q4 | $856K | Sell |
3,268
-20
| -0.6% | -$5.24K | 0.43% | 74 |
|
|
2018
Q3 | $1.14M | Sell |
3,288
-15
| -0.5% | -$5.19K | 0.5% | 59 |
|
|
2018
Q2 | $976K | Sell |
3,303
-57
| -2% | -$16.8K | 0.46% | 69 |
|
|
2018
Q1 | $1.14M | Buy |
3,360
+335
| +11% | +$113K | 0.6% | 51 |
|
|
2017
Q4 | $971K | Buy |
+3,025
| New | +$971K | 0.83% | 37 |
|