Fiduciary Group’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
$1.17M Hold
2,534
0.11% 146
2025
Q1
$1.13M Sell
2,534
-6
-0.2% -$2.68K 0.11% 144
2024
Q4
$1.23M Hold
2,540
0.12% 132
2024
Q3
$1.48M Sell
2,540
-21
-0.8% -$12.3K 0.15% 116
2024
Q2
$1.2M Sell
2,561
-4
-0.2% -$1.87K 0.13% 126
2024
Q1
$1.17M Buy
2,565
+10
+0.4% +$4.55K 0.13% 123
2023
Q4
$1.16M Sell
2,555
-42
-2% -$19K 0.14% 117
2023
Q3
$1.06M Buy
2,597
+285
+12% +$117K 0.14% 113
2023
Q2
$1.06M Buy
2,312
+21
+0.9% +$9.67K 0.13% 115
2023
Q1
$1.08M Sell
2,291
-20
-0.9% -$9.46K 0.14% 115
2022
Q4
$1.12M Buy
2,311
+20
+0.9% +$9.73K 0.15% 108
2022
Q3
$1.13M Buy
2,291
+67
+3% +$32.9K 0.15% 107
2022
Q2
$954K Buy
2,224
+10
+0.5% +$4.29K 0.12% 118
2022
Q1
$975K Buy
2,214
+4
+0.2% +$1.76K 0.13% 110
2021
Q4
$786K Buy
2,210
+90
+4% +$32K 0.09% 129
2021
Q3
$704K Sell
2,120
-39
-2% -$13K 0.08% 135
2021
Q2
$781K Buy
2,159
+14
+0.7% +$5.06K 0.09% 125
2021
Q1
$816K Buy
2,145
+182
+9% +$69.2K 0.1% 122
2020
Q4
$666K Hold
1,963
0.09% 128
2020
Q3
$752K Buy
1,963
+23
+1% +$8.81K 0.11% 115
2020
Q2
$708K Sell
1,940
-223
-10% -$81.4K 0.12% 113
2020
Q1
$733K Buy
2,163
+57
+3% +$19.3K 0.14% 94
2019
Q4
$820K Sell
2,106
-257
-11% -$100K 0.13% 100
2019
Q3
$922K Sell
2,363
-181
-7% -$70.6K 0.16% 92
2019
Q2
$925K Sell
2,544
-68
-3% -$24.7K 0.17% 91
2019
Q1
$784K Buy
2,612
+256
+11% +$76.8K 0.15% 100
2018
Q4
$617K Sell
2,356
-60
-2% -$15.7K 0.13% 103
2018
Q3
$836K Sell
2,416
-25
-1% -$8.65K 0.16% 94
2018
Q2
$721K Sell
2,441
-23
-0.9% -$6.79K 0.15% 98
2018
Q1
$833K Buy
2,464
+3
+0.1% +$1.01K 0.18% 95
2017
Q4
$790K Hold
2,461
0.17% 98
2017
Q3
$764K Buy
2,461
+11
+0.4% +$3.42K 0.17% 100
2017
Q2
$680K Sell
2,450
-80
-3% -$22.2K 0.16% 109
2017
Q1
$677K Hold
2,530
0.16% 110
2016
Q4
$632K Hold
2,530
0.16% 112
2016
Q3
$607K Sell
2,530
-16
-0.6% -$3.84K 0.16% 112
2016
Q2
$632K Buy
2,546
+165
+7% +$41K 0.18% 108
2016
Q1
$527K Sell
2,381
-14
-0.6% -$3.1K 0.15% 120
2015
Q4
$520K Buy
2,395
+487
+26% +$106K 0.16% 115
2015
Q3
$396K Hold
1,908
0.13% 141
2015
Q2
$355K Buy
+1,908
New +$355K 0.11% 153