Financial Architects (New Jersey)’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $573K | Buy |
1,245
+34
| +3% | +$15.7K | 0.09% | 193 |
|
2023
Q1 | $572K | Sell |
1,211
-69
| -5% | -$32.6K | 0.09% | 188 |
|
2022
Q4 | $623K | Buy |
1,280
+1
| +0.1% | +$487 | 0.1% | 182 |
|
2022
Q3 | $494K | Buy |
+1,279
| New | +$494K | 0.09% | 199 |
|
2022
Q2 | – | Sell |
-1,531
| Closed | -$676K | – | 162 |
|
2022
Q1 | $676K | Sell |
1,531
-88
| -5% | -$38.9K | 0.1% | 177 |
|
2021
Q4 | $575K | Sell |
1,619
-10
| -0.6% | -$3.55K | 0.08% | 193 |
|
2021
Q3 | $562K | Sell |
1,629
-558
| -26% | -$193K | 0.08% | 183 |
|
2021
Q2 | $827K | Sell |
2,187
-26
| -1% | -$9.83K | 0.12% | 152 |
|
2021
Q1 | $818K | Sell |
2,213
-168
| -7% | -$62.1K | 0.13% | 148 |
|
2020
Q4 | $845K | Sell |
2,381
-297
| -11% | -$105K | 0.16% | 128 |
|
2020
Q3 | $1.03M | Sell |
2,678
-105
| -4% | -$40.3K | 0.23% | 93 |
|
2020
Q2 | $1.02M | Sell |
2,783
-44
| -2% | -$16K | 0.23% | 91 |
|
2020
Q1 | $958K | Sell |
2,827
-42
| -1% | -$14.2K | 0.26% | 82 |
|
2019
Q4 | $1.12M | Sell |
2,869
-499
| -15% | -$194K | 0.24% | 85 |
|
2019
Q3 | $1.31M | Buy |
3,368
+8
| +0.2% | +$3.12K | 0.31% | 71 |
|
2019
Q2 | $1.22M | Sell |
3,360
-224
| -6% | -$81.4K | 0.23% | 92 |
|
2019
Q1 | $1.08M | Sell |
3,584
-341
| -9% | -$102K | 0.18% | 99 |
|
2018
Q4 | $1.03M | Sell |
3,925
-597
| -13% | -$156K | 0.2% | 92 |
|
2018
Q3 | $1.56M | Sell |
4,522
-296
| -6% | -$102K | 0.25% | 72 |
|
2018
Q2 | $1.42M | Buy |
4,818
+801
| +20% | +$237K | 0.25% | 74 |
|
2018
Q1 | $1.36M | Sell |
4,017
-886
| -18% | -$299K | 0.27% | 66 |
|
2017
Q4 | $1.57M | Buy |
4,903
+103
| +2% | +$33.1K | 0.26% | 67 |
|
2017
Q3 | $1.49M | Buy |
4,800
+259
| +6% | +$80.4K | 0.27% | 74 |
|
2017
Q2 | $1.26M | Sell |
4,541
-791
| -15% | -$219K | 0.23% | 80 |
|
2017
Q1 | $1.43M | Sell |
5,332
-1,393
| -21% | -$373K | 0.25% | 75 |
|
2016
Q4 | $1.68M | Buy |
6,725
+1,180
| +21% | +$295K | 0.39% | 56 |
|
2016
Q3 | $1.33M | Buy |
5,545
+2,403
| +76% | +$576K | 0.36% | 61 |
|
2016
Q2 | $780K | Buy |
3,142
+1,600
| +104% | +$397K | 0.22% | 91 |
|
2016
Q1 | $342K | Sell |
1,542
-19
| -1% | -$4.21K | 0.12% | 136 |
|
2015
Q4 | $339K | Buy |
1,561
+36
| +2% | +$7.82K | 0.14% | 148 |
|
2015
Q3 | $316K | Sell |
1,525
-91
| -6% | -$18.9K | 0.13% | 145 |
|
2015
Q2 | $300K | Buy |
1,616
+563
| +53% | +$105K | 0.11% | 144 |
|
2015
Q1 | $214K | Buy |
1,053
+215
| +26% | +$43.7K | 0.08% | 182 |
|
2014
Q4 | $161K | Buy |
838
+56
| +7% | +$10.8K | 0.07% | 194 |
|
2014
Q3 | $143K | Sell |
782
-163
| -17% | -$29.8K | 0.07% | 182 |
|
2014
Q2 | $152K | Buy |
+945
| New | +$152K | 0.07% | 175 |
|
2013
Q4 | – | Sell |
-652
| Closed | -$84K | – | 378 |
|
2013
Q3 | $84K | Hold |
652
| – | – | 0.05% | 200 |
|
2013
Q2 | $71K | Buy |
+652
| New | +$71K | 0.05% | 204 |
|