Edgemoor Investment 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 | $592K | Sell |
1,278
-15
| -1% | -$6.95K | 0.05% | 116 |
|
|
2025
Q1 | $578K | Sell |
1,293
-25
| -2% | -$11.2K | 0.05% | 113 |
|
|
2024
Q4 | $640K | Sell |
1,318
-41
| -3% | -$19.9K | 0.06% | 109 |
|
|
2024
Q3 | $794K | Hold |
1,359
| – | – | 0.07% | 99 |
|
|
2024
Q2 | $635K | Hold |
1,359
| – | – | 0.06% | 103 |
|
|
2024
Q1 | $618K | Sell |
1,359
-579
| -30% | -$263K | 0.06% | 104 |
|
|
2023
Q4 | $878K | Hold |
1,938
| – | – | 0.09% | 91 |
|
|
2023
Q3 | $793K | Hold |
1,938
| – | – | 0.09% | 94 |
|
|
2023
Q2 | $892K | Sell |
1,938
-38
| -2% | -$17.5K | 0.1% | 88 |
|
|
2023
Q1 | $934K | Buy |
1,976
+545
| +38% | +$258K | 0.11% | 84 |
|
|
2022
Q4 | $696K | Buy |
1,431
+38
| +3% | +$18.5K | 0.09% | 100 |
|
|
2022
Q3 | $538K | Hold |
1,393
| – | – | 0.07% | 100 |
|
|
2022
Q2 | $599K | Hold |
1,393
| – | – | 0.08% | 101 |
|
|
2022
Q1 | $615K | Sell |
1,393
-28
| -2% | -$12.4K | 0.06% | 105 |
|
|
2021
Q4 | $505K | Buy |
1,421
+439
| +45% | +$156K | 0.05% | 104 |
|
|
2021
Q3 | $339K | Sell |
982
-145
| -13% | -$50.1K | 0.04% | 106 |
|
|
2021
Q2 | $426K | Buy |
+1,127
| New | +$426K | 0.04% | 98 |
|
|
2021
Q1 | – | Sell |
-565
| Closed | -$201K | – | 135 |
|
|
2020
Q4 | $201K | Sell |
565
-194
| -26% | -$69K | 0.02% | 128 |
|
|
2020
Q3 | $291K | Sell |
759
-21
| -3% | -$8.05K | 0.04% | 107 |
|
|
2020
Q2 | $285K | Buy |
780
+21
| +3% | +$7.67K | 0.04% | 103 |
|
|
2020
Q1 | $257K | Buy |
759
+45
| +6% | +$15.2K | 0.04% | 103 |
|
|
2019
Q4 | $278K | Hold |
714
| – | – | 0.03% | 117 |
|
|
2019
Q3 | $279K | Hold |
714
| – | – | 0.03% | 115 |
|
|
2019
Q2 | $260K | Hold |
714
| – | – | 0.03% | 118 |
|
|
2019
Q1 | $214K | Buy |
+714
| New | +$214K | 0.03% | 132 |
|
|
2018
Q4 | – | Sell |
-714
| Closed | -$247K | – | 134 |
|
|
2018
Q3 | $247K | Sell |
714
-100
| -12% | -$34.6K | 0.03% | 121 |
|
|
2018
Q2 | $240K | Hold |
814
| – | – | 0.03% | 122 |
|
|
2018
Q1 | $275K | Sell |
814
-36
| -4% | -$12.2K | 0.04% | 119 |
|
|
2017
Q4 | $281K | Buy |
+850
| New | +$281K | 0.04% | 119 |
|