Douglas Lane & Associates’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 |
-360
| Closed | -$210K | – | 237 |
|
2024
Q3 | $210K | Buy |
+360
| New | +$210K | ﹤0.01% | 226 |
|
2024
Q1 | – | Sell |
-442
| Closed | -$200K | – | 251 |
|
2023
Q4 | $200K | Sell |
442
-117
| -21% | -$53K | ﹤0.01% | 236 |
|
2023
Q3 | $229K | Hold |
559
| – | – | ﹤0.01% | 217 |
|
2023
Q2 | $258K | Buy |
559
+3
| +0.5% | +$1.38K | ﹤0.01% | 208 |
|
2023
Q1 | $263K | Buy |
556
+136
| +32% | +$64.3K | ﹤0.01% | 211 |
|
2022
Q4 | $205K | Buy |
+420
| New | +$205K | ﹤0.01% | 220 |
|
2021
Q3 | – | Sell |
-605
| Closed | -$229K | – | 229 |
|
2021
Q2 | $229K | Sell |
605
-49
| -7% | -$18.5K | ﹤0.01% | 212 |
|
2021
Q1 | $242K | Sell |
654
-108
| -14% | -$40K | ﹤0.01% | 199 |
|
2020
Q4 | $271K | Sell |
762
-95
| -11% | -$33.8K | ﹤0.01% | 190 |
|
2020
Q3 | $329K | Sell |
857
-28
| -3% | -$10.7K | 0.01% | 173 |
|
2020
Q2 | $323K | Buy |
885
+133
| +18% | +$48.5K | 0.01% | 175 |
|
2020
Q1 | $255K | Sell |
752
-29
| -4% | -$9.83K | 0.01% | 180 |
|
2019
Q4 | $304K | Buy |
781
+114
| +17% | +$44.4K | 0.01% | 182 |
|
2019
Q3 | $260K | Buy |
667
+8
| +1% | +$3.12K | 0.01% | 194 |
|
2019
Q2 | $240K | Buy |
+659
| New | +$240K | ﹤0.01% | 200 |
|
2019
Q1 | – | Sell |
-896
| Closed | -$235K | – | 221 |
|
2018
Q4 | $235K | Sell |
896
-5
| -0.6% | -$1.31K | 0.01% | 193 |
|
2018
Q3 | $312K | Buy |
901
+125
| +16% | +$43.3K | 0.01% | 180 |
|
2018
Q2 | $229K | Sell |
776
-21
| -3% | -$6.2K | ﹤0.01% | 184 |
|
2018
Q1 | $269K | Sell |
797
-41
| -5% | -$13.8K | 0.01% | 184 |
|
2017
Q4 | $269K | Buy |
838
+25
| +3% | +$8.03K | 0.01% | 185 |
|
2017
Q3 | $252K | Buy |
813
+55
| +7% | +$17K | 0.01% | 193 |
|
2017
Q2 | $210K | Buy |
+758
| New | +$210K | ﹤0.01% | 198 |
|