Dakota Wealth Management’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
$3.39M Sell
7,325
-16
-0.2% -$7.41K 0.07% 202
2025
Q1
$3.28M Sell
7,341
-249
-3% -$111K 0.08% 192
2024
Q4
$3.69M Sell
7,590
-355
-4% -$173K 0.08% 185
2024
Q3
$4.64M Buy
7,945
+123
+2% +$71.9K 0.1% 169
2024
Q2
$3.65M Sell
7,822
-95
-1% -$44.4K 0.09% 200
2024
Q1
$3.6M Buy
7,917
+2,331
+42% +$1.06M 0.09% 193
2023
Q4
$2.53M Buy
5,586
+350
+7% +$159K 0.1% 196
2023
Q3
$2.14M Buy
5,236
+390
+8% +$159K 0.09% 197
2023
Q2
$2.23M Buy
4,846
+270
+6% +$124K 0.11% 164
2023
Q1
$2.16M Buy
4,576
+186
+4% +$87.9K 0.14% 149
2022
Q4
$2.14M Buy
4,390
+18
+0.4% +$8.76K 0.15% 146
2022
Q3
$1.69M Buy
4,372
+2,239
+105% +$864K 0.14% 161
2022
Q2
$917K Buy
2,133
+156
+8% +$67.1K 0.08% 192
2022
Q1
$873K Buy
1,977
+899
+83% +$397K 0.07% 207
2021
Q4
$383K Buy
1,078
+142
+15% +$50.5K 0.04% 277
2021
Q3
$323K Sell
936
-364
-28% -$126K 0.04% 275
2021
Q2
$492K Buy
1,300
+7
+0.5% +$2.65K 0.06% 225
2021
Q1
$477K Buy
1,293
+18
+1% +$6.64K 0.06% 213
2020
Q4
$452K Buy
1,275
+250
+24% +$88.6K 0.06% 213
2020
Q3
$393K Buy
1,025
+178
+21% +$68.2K 0.06% 198
2020
Q2
$309K Buy
847
+212
+33% +$77.3K 0.05% 210
2020
Q1
$215K Buy
+635
New +$215K 0.05% 224