Essex Financial Services’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 | $3.05M | Buy |
6,582
+311
| +5% | +$144K | 0.2% | 114 |
|
2025
Q1 | $2.8M | Sell |
6,271
-542
| -8% | -$242K | 0.2% | 109 |
|
2024
Q4 | $3.31M | Buy |
6,813
+415
| +6% | +$202K | 0.23% | 95 |
|
2024
Q3 | $3.69M | Sell |
6,398
-275
| -4% | -$159K | 0.27% | 87 |
|
2024
Q2 | $3.68M | Buy |
6,673
+374
| +6% | +$206K | 0.27% | 80 |
|
2024
Q1 | $2.87M | Buy |
6,299
+45
| +0.7% | +$20.5K | 0.26% | 84 |
|
2023
Q4 | $2.83M | Sell |
6,254
-52
| -0.8% | -$23.6K | 0.29% | 79 |
|
2023
Q3 | $2.58M | Sell |
6,306
-84
| -1% | -$34.4K | 0.3% | 75 |
|
2023
Q2 | $2.94M | Sell |
6,390
-2,287
| -26% | -$1.05M | 0.33% | 66 |
|
2023
Q1 | $4.1M | Sell |
8,677
-236
| -3% | -$112K | 0.43% | 60 |
|
2022
Q4 | $4.34M | Buy |
8,913
+1,897
| +27% | +$923K | 0.46% | 51 |
|
2022
Q3 | $2.71M | Buy |
7,016
+739
| +12% | +$286K | 0.32% | 75 |
|
2022
Q2 | $2.7M | Buy |
6,277
+566
| +10% | +$243K | 0.3% | 83 |
|
2022
Q1 | $2.52M | Buy |
5,711
+47
| +0.8% | +$20.7K | 0.24% | 99 |
|
2021
Q4 | $2.01M | Buy |
5,664
+106
| +2% | +$37.7K | 0.2% | 108 |
|
2021
Q3 | $1.92M | Buy |
5,558
+662
| +14% | +$228K | 0.22% | 106 |
|
2021
Q2 | $1.81M | Hold |
4,896
| – | – | 0.26% | 89 |
|
2021
Q1 | $1.81M | Buy |
4,896
+231
| +5% | +$85.4K | 0.32% | 77 |
|
2020
Q4 | $1.66M | Buy |
4,665
+1,153
| +33% | +$409K | 0.33% | 77 |
|
2020
Q3 | $1.35M | Buy |
3,512
+153
| +5% | +$58.6K | 0.33% | 65 |
|
2020
Q2 | $1.23M | Buy |
3,359
+535
| +19% | +$195K | 0.38% | 69 |
|
2020
Q1 | $957K | Sell |
2,824
-501
| -15% | -$170K | 0.34% | 78 |
|
2019
Q4 | $1.3M | Sell |
3,325
-263
| -7% | -$102K | 0.36% | 71 |
|
2019
Q3 | $1.4M | Sell |
3,588
-666
| -16% | -$260K | 0.45% | 65 |
|
2019
Q2 | $1.55M | Sell |
4,254
-17
| -0.4% | -$6.18K | 0.46% | 62 |
|
2019
Q1 | $1.28M | Sell |
4,271
-814
| -16% | -$244K | 0.39% | 67 |
|
2018
Q4 | $1.33M | Sell |
5,085
-675
| -12% | -$177K | 0.41% | 65 |
|
2018
Q3 | $1.99M | Buy |
5,760
+208
| +4% | +$72K | 0.44% | 65 |
|
2018
Q2 | $1.64M | Buy |
5,552
+21
| +0.4% | +$6.2K | 0.4% | 68 |
|
2018
Q1 | $1.87M | Buy |
5,531
+223
| +4% | +$75.4K | 0.37% | 76 |
|
2017
Q4 | $1.7M | Sell |
5,308
-212
| -4% | -$68.1K | 0.41% | 64 |
|
2017
Q3 | $1.71M | Buy |
5,520
+352
| +7% | +$109K | 0.42% | 61 |
|
2017
Q2 | $1.44M | Sell |
5,168
-469
| -8% | -$130K | 0.3% | 85 |
|
2017
Q1 | $1.51M | Sell |
5,637
-505
| -8% | -$135K | 0.35% | 71 |
|
2016
Q4 | $1.54M | Buy |
6,142
+255
| +4% | +$63.7K | 0.33% | 74 |
|
2016
Q3 | $1.41M | Sell |
5,887
-127
| -2% | -$30.4K | 0.34% | 76 |
|
2016
Q2 | $1.49M | Sell |
6,014
-155
| -3% | -$38.5K | 0.36% | 73 |
|
2016
Q1 | $1.37M | Sell |
6,169
-255
| -4% | -$56.5K | 0.34% | 76 |
|
2015
Q4 | $1.4M | Buy |
6,424
+2,863
| +80% | +$622K | 0.34% | 78 |
|
2015
Q3 | $738K | Buy |
3,561
+326
| +10% | +$67.6K | 0.19% | 126 |
|
2015
Q2 | $601K | Hold |
3,235
| – | – | 0.15% | 154 |
|
2015
Q1 | $657K | Buy |
3,235
+47
| +1% | +$9.55K | 0.17% | 141 |
|
2014
Q4 | $614K | Buy |
3,188
+271
| +9% | +$52.2K | 0.16% | 149 |
|
2014
Q3 | $533K | Hold |
2,917
| – | – | 0.16% | 150 |
|
2014
Q2 | $469K | Buy |
2,917
+60
| +2% | +$9.65K | 0.14% | 170 |
|
2014
Q1 | $466K | Buy |
2,857
+360
| +14% | +$58.7K | 0.15% | 153 |
|
2013
Q4 | $371K | Buy |
+2,497
| New | +$371K | 0.13% | 172 |
|