Detalus Advisors’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 | $337K | Sell |
728
-9
| -1% | -$4.17K | 0.1% | 125 |
|
|
2025
Q1 | $329K | Sell |
737
-1
| -0.1% | -$447 | 0.1% | 117 |
|
|
2024
Q4 | $359K | Buy |
738
+5
| +0.7% | +$2.43K | 0.12% | 97 |
|
|
2024
Q3 | $429K | Hold |
733
| – | – | 0.14% | 86 |
|
|
2024
Q2 | $342K | Sell |
733
-187
| -20% | -$87.3K | 0.12% | 99 |
|
|
2024
Q1 | $419K | Sell |
920
-3
| -0.3% | -$1.37K | 0.15% | 88 |
|
|
2023
Q4 | $418K | Sell |
923
-9
| -1% | -$4.08K | 0.17% | 84 |
|
|
2023
Q3 | $381K | Hold |
932
| – | – | 0.18% | 85 |
|
|
2023
Q2 | $429K | Sell |
932
-67
| -7% | -$30.8K | 0.19% | 83 |
|
|
2023
Q1 | $472K | Sell |
999
-4
| -0.4% | -$1.89K | 0.23% | 83 |
|
|
2022
Q4 | $488K | Buy |
1,003
+62
| +7% | +$30.2K | 0.24% | 83 |
|
|
2022
Q3 | $363K | Buy |
941
+1
| +0.1% | +$386 | 0.22% | 84 |
|
|
2022
Q2 | $404K | Sell |
940
-32
| -3% | -$13.8K | 0.24% | 72 |
|
|
2022
Q1 | $429K | Sell |
972
-75
| -7% | -$33.1K | 0.23% | 73 |
|
|
2021
Q4 | $372K | Buy |
1,047
+10
| +1% | +$3.55K | 0.18% | 82 |
|
|
2021
Q3 | $358K | Buy |
1,037
+3
| +0.3% | +$1.04K | 0.18% | 81 |
|
|
2021
Q2 | $391K | Sell |
1,034
-208
| -17% | -$78.7K | 0.21% | 77 |
|
|
2021
Q1 | $459K | Sell |
1,242
-49
| -4% | -$18.1K | 0.27% | 67 |
|
|
2020
Q4 | $458K | Sell |
1,291
-4
| -0.3% | -$1.42K | 0.29% | 62 |
|
|
2020
Q3 | $496K | Buy |
1,295
+36
| +3% | +$13.8K | 0.36% | 51 |
|
|
2020
Q2 | $459K | Hold |
1,259
| – | – | 0.35% | 55 |
|
|
2020
Q1 | $427K | Buy |
1,259
+45
| +4% | +$15.3K | 0.39% | 52 |
|
|
2019
Q4 | $473K | Buy |
+1,214
| New | +$473K | 0.34% | 53 |
|