Financial Partners Capital Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $5.77M | Buy |
11,864
+423
| +4% | +$206K | 1.28% | 27 |
|
2022
Q3 | $4.42M | Buy |
11,441
+377
| +3% | +$146K | 1.05% | 33 |
|
2022
Q2 | $4.76M | Buy |
11,064
+359
| +3% | +$154K | 1.02% | 34 |
|
2022
Q1 | $4.73M | Buy |
10,705
+388
| +4% | +$171K | 0.88% | 38 |
|
2021
Q4 | $3.67M | Buy |
10,317
+463
| +5% | +$165K | 0.65% | 44 |
|
2021
Q3 | $3.4M | Buy |
9,854
+1,632
| +20% | +$563K | 0.62% | 41 |
|
2021
Q2 | $3.11M | Buy |
8,222
+2,375
| +41% | +$899K | 0.57% | 41 |
|
2021
Q1 | $2.16M | Buy |
+5,847
| New | +$2.16M | 0.44% | 49 |
|
2016
Q2 | – | Sell |
-4,171
| Closed | -$924K | – | 103 |
|
2016
Q1 | $924K | Hold |
4,171
| – | – | 0.23% | 66 |
|
2015
Q4 | $906K | Hold |
4,171
| – | – | 0.22% | 74 |
|
2015
Q3 | $865K | Sell |
4,171
-985
| -19% | -$204K | 0.22% | 77 |
|
2015
Q2 | $959K | Hold |
5,156
| – | – | 0.24% | 75 |
|
2015
Q1 | $1.05M | Hold |
5,156
| – | – | 0.26% | 69 |
|
2014
Q4 | $993K | Buy |
5,156
+13
| +0.3% | +$2.5K | 0.27% | 72 |
|
2014
Q3 | $940K | Buy |
+5,143
| New | +$940K | 0.27% | 68 |
|